Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,195 | $150,435-89.9% | $120,580-87.4% | $145,897-89.6% |
| Participation rate | 12.5% | 78.8%-66.3pp | 72.0%-59.5pp | 80.3%-67.8pp |
| Annual return | 11.80% | 154.60%-142.8pp | 107.48%-95.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $459 | $4,352-89.4% | $3,469-86.8% | $4,663-90.1% |
| Participant deferral / active EE | $1,510 | $6,174-75.5% | $4,995-69.8% | $6,689-77.4% |
| Admin fee / account holder | $40,497 | $12,182+232.4% | $9,418+330.0% | $13,390+202.4% |