Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,573 | $175,259-92.3% | $149,723-90.9% | $139,487-90.3% |
| Participation rate | 52.9% | 83.4%-30.5pp | 78.8%-25.8pp | 80.3%-27.4pp |
| Annual return | 21.65% | 166.82%-145.2pp | 134.50%-112.8pp | 373.84%-352.2pp |
| Employer contribution / active EE | $400 | $5,478-92.7% | $4,821-91.7% | $4,755-91.6% |
| Participant deferral / active EE | $3,502 | $6,522-46.3% | $5,682-38.4% | $6,713-47.8% |
| Admin fee / account holder | $708 | $16,158-95.6% | $13,215-94.6% | $11,407-93.8% |