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 | $10,157 | $198,462-94.9% | $170,439-94.0% | $147,585-93.1% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 18.70% | 257.30%-238.6pp | 205.94%-187.2pp | 578.58%-559.9pp |
| Employer contribution / active EE | $1,081 | $6,184-82.5% | $5,433-80.1% | $4,876-77.8% |
| Participant deferral / active EE | $2,071 | $5,629-63.2% | $4,939-58.1% | $5,439-61.9% |
| Admin fee / account holder | $1,357 | $16,852-91.9% | $13,881-90.2% | $10,886-87.5% |