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 | $18,341 | $198,457-90.8% | $170,435-89.2% | $147,586-87.6% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 17.67% | 257.30%-239.6pp | 205.94%-188.3pp | 578.59%-560.9pp |
| Employer contribution / active EE | $994 | $6,183-83.9% | $5,432-81.7% | $4,876-79.6% |
| Participant deferral / active EE | $2,336 | $5,629-58.5% | $4,939-52.7% | $5,439-57.1% |
| Admin fee / account holder | $13,938 | $16,852-17.3% | $13,881+0.4% | $10,886+28.0% |