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 | $14,989 | $85,766-82.5% | $136,297-89.0% | $70,131-78.6% |
| Participation rate | 24.5% | 74.2%-49.6pp | 81.9%-57.4pp | 69.5%-45.0pp |
| Annual return | 26.73% | 31.45%-4.7pp | 5156.16%-5129.4pp | 73.14%-46.4pp |
| Employer contribution / active EE | $465 | $2,966-84.3% | $4,696-90.1% | $2,342-80.2% |
| Participant deferral / active EE | $2,263 | $5,051-55.2% | $6,247-63.8% | $3,332-32.1% |
| Admin fee / account holder | $304 | $5,420-94.4% | $9,244-96.7% | $4,645-93.5% |