Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,629 | $124,425-87.4% | $112,040-86.1% | $137,256-88.6% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 16.56% | 24.72%-8.2pp | 24.52%-8.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $648 | $3,411-81.0% | $2,954-78.1% | $4,156-84.4% |
| Participant deferral / active EE | $1,982 | $5,718-65.3% | $5,098-61.1% | $6,407-69.1% |
| Admin fee / account holder | $626 | $15,207-95.9% | $12,098-94.8% | $12,270-94.9% |