Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $18,711 | $65,041-71.2% | $90,965-79.4% | $79,858-76.6% |
| Participation rate | 44.7% | 61.6%-16.9pp | 69.0%-24.3pp | 69.6%-25.0pp |
| Annual return | 10.63% | 30.45%-19.8pp | 134.57%-123.9pp | 31.72%-21.1pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,832 | $2,512-27.1% | $3,373-45.7% | $3,740-51.0% |
| Admin fee / account holder | $3,141 | $4,536-30.8% | $5,960-47.3% | $5,306-40.8% |