Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,752 | $177,156-87.2% | $147,027-84.5% | $154,746-85.3% |
| Participation rate | 33.3% | 79.4%-46.0pp | 73.7%-40.4pp | 80.7%-47.4pp |
| Annual return | 19.45% | 21.94%-2.5pp | 20.23%-0.8pp | 172.34%-152.9pp |
| Employer contribution / active EE | $696 | $4,336-84.0% | $3,626-80.8% | $4,379-84.1% |
| Participant deferral / active EE | $1,763 | $5,797-69.6% | $4,933-64.3% | $6,730-73.8% |
| Admin fee / account holder | $370 | $14,904-97.5% | $12,223-97.0% | $14,365-97.4% |