Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,172 | $117,904-88.8% | $102,457-87.1% | $145,978-91.0% |
| Participation rate | 42.9% | 78.6%-35.7pp | 76.5%-33.6pp | 80.3%-37.4pp |
| Annual return | 13.64% | 31.80%-18.2pp | 29.41%-15.8pp | 550.52%-536.9pp |
| Employer contribution / active EE | $599 | $3,613-83.4% | $3,022-80.2% | $4,662-87.1% |
| Participant deferral / active EE | $2,276 | $5,733-60.3% | $5,054-55.0% | $6,690-66.0% |
| Admin fee / account holder | $328 | $13,329-97.5% | $9,451-96.5% | $13,400-97.6% |