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 | $11,326 | $157,276-92.8% | $141,177-92.0% | $152,885-92.6% |
| Participation rate | 28.6% | 84.8%-56.3pp | 82.5%-53.9pp | 82.5%-53.9pp |
| Annual return | 27.11% | 64.33%-37.2pp | 71.40%-44.3pp | 345.39%-318.3pp |
| Employer contribution / active EE | $783 | $5,262-85.1% | $4,736-83.5% | $4,763-83.6% |
| Participant deferral / active EE | $2,811 | $7,110-60.5% | $6,710-58.1% | $5,851-52.0% |
| Admin fee / account holder | $3,475 | $12,123-71.3% | $10,263-66.1% | $11,598-70.0% |