Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,172 | $201,344-94.5% | $184,243-93.9% | $145,877-92.3% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 17.26% | 29.01%-11.8pp | 28.82%-11.6pp | 551.28%-534.0pp |
| Employer contribution / active EE | $1,414 | $7,022-79.9% | $6,427-78.0% | $4,663-69.7% |
| Participant deferral / active EE | $3,830 | $9,807-60.9% | $9,132-58.1% | $6,691-42.8% |
| Admin fee / account holder | $2,687 | $16,382-83.6% | $13,914-80.7% | $13,402-79.9% |