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 | $27,742 | $114,712-75.8% | $173,730-84.0% | $87,485-68.3% |
| Participation rate | 39.5% | 73.0%-33.5pp | 79.6%-40.1pp | 68.9%-29.5pp |
| Annual return | 33.90% | 20.18%+13.7pp | 19.96%+13.9pp | 26.06%+7.8pp |
| Employer contribution / active EE | $361 | $2,904-87.6% | $4,577-92.1% | $2,596-86.1% |
| Participant deferral / active EE | $2,697 | $4,642-41.9% | $6,326-57.4% | $4,274-36.9% |
| Admin fee / account holder | $399 | $10,210-96.1% | $17,523-97.7% | $7,775-94.9% |