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 | $19,046 | $54,541-65.1% | $78,778-75.8% | $70,126-72.8% |
| Participation rate | 34.1% | 60.8%-26.7pp | 69.2%-35.1pp | 69.5%-35.4pp |
| Annual return | 16.13% | 21.07%-4.9pp | 35.62%-19.5pp | 73.15%-57.0pp |
| Employer contribution / active EE | $184 | $1,089-83.1% | $1,986-90.7% | $2,343-92.2% |
| Participant deferral / active EE | $1,112 | $2,210-49.7% | $2,958-62.4% | $3,332-66.6% |
| Admin fee / account holder | $3,472 | $3,709-6.4% | $5,134-32.4% | $4,645-25.3% |