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 | $21,287 | $61,660-65.5% | $80,022-73.4% | $64,181-66.8% |
| Participation rate | 54.1% | 71.7%-17.6pp | 75.8%-21.7pp | 69.6%-15.5pp |
| Annual return | -7.13% | -0.33%-6.8pp | 11.22%-18.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $371 | $1,810-79.5% | $2,468-84.9% | $2,381-84.4% |
| Participant deferral / active EE | $1,582 | $2,968-46.7% | $3,686-57.1% | $3,470-54.4% |
| Admin fee / account holder | $3,226 | $5,417-40.5% | $6,521-50.5% | $4,887-34.0% |