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 | $138,366-84.9% | $184,185-88.6% | $80,911-74.1% |
| Participation rate | 60.0% | 83.9%-23.9pp | 86.8%-26.8pp | 67.6%-7.6pp |
| Annual return | 24.46% | 20.02%+4.4pp | 28.81%-4.4pp | 35.63%-11.2pp |
| Employer contribution / active EE | $1,040 | $4,849-78.6% | $6,426-83.8% | $2,756-62.3% |
| Participant deferral / active EE | $3,495 | $7,074-50.6% | $9,132-61.7% | $4,297-18.7% |
| Admin fee / account holder | $1,107 | $10,484-89.4% | $13,909-92.0% | $6,935-84.0% |