Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $16,562 | $125,184-86.8% | $105,607-84.3% | $145,884-88.6% |
| Participation rate | 61.5% | 77.6%-16.1pp | 75.3%-13.7pp | 80.3%-18.8pp |
| Annual return | 13.52% | 225.00%-211.5pp | 116.11%-102.6pp | 551.85%-538.3pp |
| Employer contribution / active EE | $351 | $3,720-90.6% | $3,167-88.9% | $4,662-92.5% |
| Participant deferral / active EE | $1,801 | $5,714-68.5% | $5,011-64.1% | $6,690-73.1% |
| Admin fee / account holder | $4,710 | $17,133-72.5% | $10,958-57.0% | $13,392-64.8% |