Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $18,454 | $165,381-88.8% | $149,730-87.7% | $158,966-88.4% |
| Participation rate | 53.8% | 84.6%-30.7pp | 82.5%-28.6pp | 82.0%-28.1pp |
| Annual return | 26.52% | 348.29%-321.8pp | 276.70%-250.2pp | 302.95%-276.4pp |
| Employer contribution / active EE | $256 | $5,104-95.0% | $4,645-94.5% | $4,762-94.6% |
| Participant deferral / active EE | $2,739 | $7,182-61.9% | $6,843-60.0% | $5,983-54.2% |
| Admin fee / account holder | $370 | $10,809-96.6% | $9,310-96.0% | $11,250-96.7% |