Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,548 | $73,787-76.2% | $98,716-82.2% | $82,448-78.7% |
| Participation rate | 21.2% | 61.4%-40.2pp | 69.3%-48.1pp | 68.1%-46.9pp |
| Annual return | 20.14% | 18.57%+1.6pp | 31.81%-11.7pp | 41.64%-21.5pp |
| Employer contribution / active EE | $245 | $1,511-83.8% | $2,279-89.2% | $2,551-90.4% |
| Participant deferral / active EE | $1,540 | $3,081-50.0% | $4,048-62.0% | $4,139-62.8% |
| Admin fee / account holder | $3,536 | $6,500-45.6% | $8,703-59.4% | $7,234-51.1% |