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 | $20,947 | $138,393-84.9% | $184,256-88.6% | $80,959-74.1% |
| Participation rate | 60.0% | 83.9%-23.9pp | 86.8%-26.8pp | 67.7%-7.7pp |
| Annual return | 24.46% | 20.01%+4.4pp | 28.85%-4.4pp | 35.67%-11.2pp |
| Employer contribution / active EE | $1,040 | $4,847-78.5% | $6,427-83.8% | $2,757-62.3% |
| Participant deferral / active EE | $3,495 | $7,076-50.6% | $9,133-61.7% | $4,300-18.7% |
| Admin fee / account holder | $1,107 | $10,489-89.4% | $13,899-92.0% | $6,925-84.0% |