Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $16,135 | $78,672-79.5% | $109,163-85.2% | $85,856-81.2% |
| Participation rate | 45.8% | 68.3%-22.5pp | 75.9%-30.1pp | 69.3%-23.5pp |
| Annual return | 12.81% | 25.09%-12.3pp | 25.75%-12.9pp | 318.58%-305.8pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,797 | $3,467-48.2% | $4,654-61.4% | $3,952-54.5% |
| Admin fee / account holder | $3,730 | $5,470-31.8% | $6,754-44.8% | $6,261-40.4% |