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 | $14,575 | $70,418-79.3% | $96,570-84.9% | $85,847-83.0% |
| Participation rate | 27.0% | 61.8%-34.8pp | 69.8%-42.8pp | 69.3%-42.3pp |
| Annual return | 21.53% | 18.59%+2.9pp | 37.79%-16.3pp | 318.61%-297.1pp |
| Employer contribution / active EE | $77 | $1,413-94.6% | $2,357-96.7% | $2,565-97.0% |
| Participant deferral / active EE | $1,535 | $2,894-47.0% | $3,849-60.1% | $3,952-61.2% |
| Admin fee / account holder | $365 | $4,995-92.7% | $6,182-94.1% | $6,261-94.2% |