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 | $29,206 | $198,457-85.3% | $170,435-82.9% | $147,586-80.2% |
| Participation rate | 62.5% | 88.0%-25.5pp | 83.6%-21.1pp | 82.8%-20.3pp |
| Annual return | 16.64% | 257.30%-240.7pp | 205.94%-189.3pp | 578.59%-562.0pp |
| Employer contribution / active EE | $1,256 | $6,183-79.7% | $5,432-76.9% | $4,876-74.2% |
| Participant deferral / active EE | $2,168 | $5,629-61.5% | $4,939-56.1% | $5,439-60.1% |
| Admin fee / account holder | $2,826 | $16,852-83.2% | $13,881-79.6% | $10,886-74.0% |