Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $19,771 | $65,084-69.6% | $67,681-70.8% | $64,340-69.3% |
| Participation rate | 33.9% | 66.7%-32.8pp | 73.7%-39.8pp | 55.2%-21.3pp |
| Annual return | 32.12% | 20.50%+11.6pp | 590.58%-558.5pp | 24.14%+8.0pp |
| Employer contribution / active EE | $517 | $2,398-78.4% | $2,678-80.7% | $1,862-72.2% |
| Participant deferral / active EE | $1,173 | $3,210-63.5% | $3,976-70.5% | $2,980-60.7% |
| Admin fee / account holder | $2,423 | $1,415+71.3% | $6,100-60.3% | $3,703-34.5% |