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 | $14,732 | $43,730-66.3% | $121,208-87.8% | $64,181-77.0% |
| Participation rate | 28.3% | 58.3%-30.0pp | 71.8%-43.4pp | 69.6%-41.2pp |
| Annual return | -7.11% | 68.94%-76.0pp | 16.93%-24.0pp | 7.63%-14.7pp |
| Employer contribution / active EE | $173 | $1,297-86.7% | $4,023-95.7% | $2,381-92.7% |
| Participant deferral / active EE | $2,379 | $2,281+4.3% | $3,345-28.9% | $3,470-31.4% |
| Admin fee / account holder | $2,335 | $3,502-33.3% | $5,020-53.5% | $4,887-52.2% |