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 | $25,779 | $202,342-87.3% | $172,753-85.1% | $152,909-83.1% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 25.25% | 1029.88%-1004.6pp | 803.00%-777.8pp | 345.46%-320.2pp |
| Employer contribution / active EE | $1,114 | $5,857-81.0% | $5,144-78.3% | $4,764-76.6% |
| Participant deferral / active EE | $3,872 | $5,948-34.9% | $5,198-25.5% | $5,851-33.8% |
| Admin fee / account holder | $462 | $17,112-97.3% | $13,956-96.7% | $11,601-96.0% |