Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,878 | $209,422-87.6% | $178,503-85.5% | $158,982-83.7% |
| Participation rate | 47.4% | 86.4%-39.0pp | 81.9%-34.6pp | 82.0%-34.6pp |
| Annual return | 100.62% | 188.81%-88.2pp | 151.12%-50.5pp | 302.99%-202.4pp |
| Employer contribution / active EE | $951 | $5,707-83.3% | $5,011-81.0% | $4,763-80.0% |
| Participant deferral / active EE | $4,520 | $5,955-24.1% | $5,202-13.1% | $5,983-24.5% |
| Admin fee / account holder | $349 | $17,079-98.0% | $13,987-97.5% | $11,252-96.9% |