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 | $16,899 | $150,435-88.8% | $120,580-86.0% | $145,897-88.4% |
| Participation rate | 47.4% | 78.8%-31.4pp | 72.0%-24.6pp | 80.3%-32.9pp |
| Annual return | 13.62% | 154.60%-141.0pp | 107.48%-93.9pp | 552.29%-538.7pp |
| Employer contribution / active EE | $812 | $4,352-81.3% | $3,469-76.6% | $4,663-82.6% |
| Participant deferral / active EE | $4,249 | $6,174-31.2% | $4,995-15.0% | $6,689-36.5% |
| Admin fee / account holder | $645 | $12,182-94.7% | $9,418-93.1% | $13,390-95.2% |