Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,050 | $217,432-94.5% | $185,851-93.5% | $167,553-92.8% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 10.38% | 148.43%-138.0pp | 122.11%-111.7pp | 478.89%-468.5pp |
| Employer contribution / active EE | $818 | $5,874-86.1% | $5,168-84.2% | $4,840-83.1% |
| Participant deferral / active EE | $2,798 | $6,357-56.0% | $5,569-49.8% | $6,343-55.9% |
| Admin fee / account holder | $2,060 | $19,820-89.6% | $16,245-87.3% | $12,316-83.3% |