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 | $18,200 | $180,459-89.9% | $154,108-88.2% | $135,380-86.6% |
| Participation rate | 61.5% | 87.4%-25.9pp | 83.0%-21.5pp | 82.6%-21.1pp |
| Annual return | -0.42% | 888.21%-888.6pp | 735.21%-735.6pp | 519.81%-520.2pp |
| Employer contribution / active EE | $637 | $6,035-89.5% | $5,298-88.0% | $4,779-86.7% |
| Participant deferral / active EE | $3,445 | $5,806-40.7% | $5,081-32.2% | $5,609-38.6% |
| Admin fee / account holder | $50,511 | $16,145+212.9% | $13,411+276.6% | $10,828+366.5% |