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 | $13,915 | $181,896-92.4% | $156,551-91.1% | $273,972-94.9% |
| Participation rate | 54.5% | 88.4%-33.8pp | 84.0%-29.5pp | 83.0%-28.5pp |
| Annual return | 66.36% | 30.74%+35.6pp | 32.23%+34.1pp | 41.46%+24.9pp |
| Employer contribution / active EE | $563 | $6,248-91.0% | $5,501-89.8% | $4,869-88.4% |
| Participant deferral / active EE | $2,240 | $5,550-59.6% | $4,871-54.0% | $5,287-57.6% |
| Admin fee / account holder | $783 | $15,560-95.0% | $13,028-94.0% | $10,133-92.3% |