Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,040 | $185,312-94.6% | $161,489-93.8% | $154,746-93.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 10.43% | 103.84%-93.4pp | 89.72%-79.3pp | 172.34%-161.9pp |
| Employer contribution / active EE | $731 | $4,769-84.7% | $4,268-82.9% | $4,379-83.3% |
| Participant deferral / active EE | $2,672 | $6,350-57.9% | $5,630-52.5% | $6,730-60.3% |
| Admin fee / account holder | $1,554 | $18,654-91.7% | $16,006-90.3% | $14,365-89.2% |