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 | $16,527 | $198,462-91.7% | $170,439-90.3% | $147,585-88.8% |
| Participation rate | 58.3% | 88.0%-29.6pp | 83.6%-25.3pp | 82.8%-24.5pp |
| Annual return | 12.80% | 257.30%-244.5pp | 205.94%-193.1pp | 578.58%-565.8pp |
| Employer contribution / active EE | $234 | $6,184-96.2% | $5,433-95.7% | $4,876-95.2% |
| Participant deferral / active EE | $2,011 | $5,629-64.3% | $4,939-59.3% | $5,439-63.0% |
| Admin fee / account holder | $3,931 | $16,852-76.7% | $13,881-71.7% | $10,886-63.9% |