Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,305 | $81,870-82.5% | $119,634-88.0% | $68,490-79.1% |
| Participation rate | 53.8% | 71.9%-18.0pp | 79.3%-25.4pp | 67.9%-14.1pp |
| Annual return | -17.96% | -23.82%+5.9pp | -14.98%-3.0pp | -7.85%-10.1pp |
| Employer contribution / active EE | $664 | $2,692-75.3% | $4,232-84.3% | $2,597-74.4% |
| Participant deferral / active EE | $3,007 | $4,148-27.5% | $5,601-46.3% | $4,028-25.3% |
| Admin fee / account holder | $2,057 | $6,583-68.8% | $10,329-80.1% | $5,403-61.9% |