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 | $12,761 | $125,237-89.8% | $105,608-87.9% | $145,877-91.3% |
| Participation rate | 55.6% | 77.7%-22.1pp | 75.3%-19.7pp | 80.3%-24.7pp |
| Annual return | 11.41% | 225.76%-214.4pp | 116.50%-105.1pp | 551.28%-539.9pp |
| Employer contribution / active EE | $625 | $3,720-83.2% | $3,167-80.3% | $4,663-86.6% |
| Participant deferral / active EE | $2,028 | $5,711-64.5% | $5,010-59.5% | $6,691-69.7% |
| Admin fee / account holder | $577 | $17,287-96.7% | $11,028-94.8% | $13,402-95.7% |