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 | $27,255 | $202,342-86.5% | $172,753-84.2% | $152,909-82.2% |
| Participation rate | 57.9% | 87.1%-29.2pp | 82.6%-24.8pp | 82.5%-24.6pp |
| Annual return | 12.74% | 1029.88%-1017.1pp | 803.00%-790.3pp | 345.46%-332.7pp |
| Employer contribution / active EE | $863 | $5,857-85.3% | $5,144-83.2% | $4,764-81.9% |
| Participant deferral / active EE | $2,577 | $5,948-56.7% | $5,198-50.4% | $5,851-56.0% |
| Admin fee / account holder | $9,725 | $17,112-43.2% | $13,956-30.3% | $11,601-16.2% |