Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $7,393 | $67,602-89.1% | $82,312-91.0% | $70,126-89.5% |
| Participation rate | 34.5% | 72.8%-38.3pp | 76.9%-42.4pp | 69.5%-35.1pp |
| Annual return | 24.42% | 21.57%+2.9pp | 25.88%-1.5pp | 73.15%-48.7pp |
| Employer contribution / active EE | $203 | $1,755-88.4% | $2,428-91.6% | $2,343-91.3% |
| Participant deferral / active EE | $1,408 | $2,987-52.9% | $3,706-62.0% | $3,332-57.7% |
| Admin fee / account holder | $325 | $4,512-92.8% | $5,608-94.2% | $4,645-93.0% |