Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,206 | $148,623-90.4% | $135,974-89.6% | $139,466-89.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 16.09% | 79.30%-63.2pp | 68.30%-52.2pp | 373.66%-357.6pp |
| Employer contribution / active EE | $685 | $5,246-86.9% | $4,859-85.9% | $4,754-85.6% |
| Participant deferral / active EE | $3,377 | $8,103-58.3% | $7,760-56.5% | $6,712-49.7% |
| Admin fee / account holder | $4,532 | $12,406-63.5% | $10,767-57.9% | $11,409-60.3% |