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 | $2,650 | $141,001-98.1% | $112,228-97.6% | $139,487-98.1% |
| Participation rate | 44.4% | 79.2%-34.8pp | 72.4%-28.0pp | 80.3%-35.9pp |
| Annual return | 20.50% | 32.75%-12.2pp | 30.23%-9.7pp | 373.84%-353.3pp |
| Employer contribution / active EE | $798 | $4,285-81.4% | $3,432-76.7% | $4,755-83.2% |
| Participant deferral / active EE | $1,444 | $5,877-75.4% | $4,800-69.9% | $6,713-78.5% |
| Admin fee / account holder | $2,242 | $9,959-77.5% | $7,752-71.1% | $11,407-80.3% |