Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,785 | $106,267-91.7% | $96,520-90.9% | $139,456-93.7% |
| Participation rate | 36.4% | 77.8%-41.5pp | 74.3%-38.0pp | 80.3%-44.0pp |
| Annual return | 13.46% | 38.45%-25.0pp | 35.72%-22.3pp | 373.45%-360.0pp |
| Employer contribution / active EE | $489 | $4,105-88.1% | $3,739-86.9% | $4,753-89.7% |
| Participant deferral / active EE | $1,477 | $5,454-72.9% | $4,879-69.7% | $6,711-78.0% |
| Admin fee / account holder | $4,127 | $7,882-47.6% | $6,733-38.7% | $11,407-63.8% |