Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,924 | $125,237-87.3% | $105,608-84.9% | $145,877-89.1% |
| Participation rate | 30.0% | 77.7%-47.7pp | 75.3%-45.3pp | 80.3%-50.3pp |
| Annual return | 15.31% | 225.76%-210.4pp | 116.50%-101.2pp | 551.28%-536.0pp |
| Employer contribution / active EE | $523 | $3,720-85.9% | $3,167-83.5% | $4,663-88.8% |
| Participant deferral / active EE | $1,794 | $5,711-68.6% | $5,010-64.2% | $6,691-73.2% |
| Admin fee / account holder | $2,980 | $17,287-82.8% | $11,028-73.0% | $13,402-77.8% |