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 | $21,474 | $93,617-77.1% | $135,982-84.2% | $75,177-71.4% |
| Participation rate | 60.7% | 75.2%-14.5pp | 81.9%-21.2pp | 67.2%-6.5pp |
| Annual return | 160.17% | 30.89%+129.3pp | 68.32%+91.8pp | 160.75%-0.6pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,583 | $6,406-28.5% | $7,760-40.9% | $4,126+11.1% |
| Admin fee / account holder | $3,255 | $6,980-53.4% | $10,767-69.8% | $5,651-42.4% |