Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $15,903 | $175,231-90.9% | $149,696-89.4% | $139,466-88.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 45.45% | 166.77%-121.3pp | 134.46%-89.0pp | 373.66%-328.2pp |
| Employer contribution / active EE | $665 | $5,478-87.9% | $4,821-86.2% | $4,754-86.0% |
| Participant deferral / active EE | $3,959 | $6,521-39.3% | $5,682-30.3% | $6,712-41.0% |
| Admin fee / account holder | $575 | $16,155-96.4% | $13,212-95.6% | $11,409-95.0% |