Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,747 | $180,462-90.7% | $154,111-89.1% | $135,379-87.6% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | 2.23% | 888.17%-885.9pp | 735.18%-733.0pp | 519.79%-517.6pp |
| Employer contribution / active EE | $1,256 | $6,036-79.2% | $5,298-76.3% | $4,779-73.7% |
| Participant deferral / active EE | $2,769 | $5,806-52.3% | $5,081-45.5% | $5,609-50.6% |
| Admin fee / account holder | $601 | $16,145-96.3% | $13,411-95.5% | $10,828-94.4% |