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 | $35,749 | $227,399-84.3% | $189,758-81.2% | $198,609-82.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 79.8%-22.7pp | 82.4%-25.2pp |
| Annual return | 45.51% | 61.03%-15.5pp | 52.62%-7.1pp | 202.70%-157.2pp |
| Employer contribution / active EE | $508 | $5,526-90.8% | $4,767-89.3% | $5,055-90.0% |
| Participant deferral / active EE | $3,515 | $6,837-48.6% | $5,856-40.0% | $6,977-49.6% |
| Admin fee / account holder | $700 | $25,162-97.2% | $20,388-96.6% | $19,030-96.3% |