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 | $110,137-74.8% | $161,149-82.8% | $82,637-66.4% |
| Participation rate | 39.5% | 72.4%-32.9pp | 78.8%-39.4pp | 68.1%-28.6pp |
| Annual return | 33.90% | 20.69%+13.2pp | 21.16%+12.7pp | 53.51%-19.6pp |
| Employer contribution / active EE | $361 | $2,856-87.4% | $4,360-91.7% | $2,552-85.9% |
| Participant deferral / active EE | $2,697 | $4,575-41.0% | $6,153-56.2% | $4,126-34.6% |
| Admin fee / account holder | $399 | $9,467-95.8% | $15,194-97.4% | $7,339-94.6% |