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 | $29,547 | $202,342-85.4% | $172,752-82.9% | $152,897-80.7% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 18.15% | 1029.83%-1011.7pp | 802.97%-784.8pp | 345.43%-327.3pp |
| Employer contribution / active EE | $370 | $5,858-93.7% | $5,144-92.8% | $4,764-92.2% |
| Participant deferral / active EE | $3,789 | $5,948-36.3% | $5,198-27.1% | $5,851-35.3% |
| Admin fee / account holder | $380 | $17,111-97.8% | $13,955-97.3% | $11,599-96.7% |