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 | $4,965 | $155,555-96.8% | $146,866-96.6% | $155,188-96.8% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.5%-57.5pp | 80.8%-55.8pp |
| Annual return | 31.71% | 115.41%-83.7pp | 102.85%-71.1pp | 148.84%-117.1pp |
| Employer contribution / active EE | $350 | $4,647-92.5% | $4,425-92.1% | $4,248-91.8% |
| Participant deferral / active EE | $6,231 | $8,044-22.5% | $7,759-19.7% | $6,531-4.6% |
| Admin fee / account holder | $9,310 | $14,755-36.9% | $13,620-31.6% | $14,480-35.7% |