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 | $8,504 | $201,344-95.8% | $184,243-95.4% | $145,877-94.2% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 47.30% | 29.01%+18.3pp | 28.82%+18.5pp | 551.28%-504.0pp |
| Employer contribution / active EE | $1,300 | $7,022-81.5% | $6,427-79.8% | $4,663-72.1% |
| Participant deferral / active EE | $3,739 | $9,807-61.9% | $9,132-59.1% | $6,691-44.1% |
| Admin fee / account holder | $6,224 | $16,382-62.0% | $13,914-55.3% | $13,402-53.6% |