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 | $21,310 | $183,978-88.4% | $162,171-86.9% | $152,885-86.1% |
| Participation rate | 45.5% | 88.5%-43.1pp | 87.6%-42.1pp | 82.5%-37.0pp |
| Annual return | 22.86% | 150.78%-127.9pp | 115.60%-92.7pp | 345.39%-322.5pp |
| Employer contribution / active EE | $1,214 | $6,370-80.9% | $5,613-78.4% | $4,763-74.5% |
| Participant deferral / active EE | $3,136 | $8,033-61.0% | $7,297-57.0% | $5,851-46.4% |
| Admin fee / account holder | $755 | $13,122-94.2% | $10,843-93.0% | $11,598-93.5% |