Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $14,125 | $217,432-93.5% | $185,849-92.4% | $167,536-91.6% |
| Participation rate | 55.6% | 86.1%-30.5pp | 81.7%-26.2pp | 82.1%-26.6pp |
| Annual return | 13.64% | 148.42%-134.8pp | 122.10%-108.5pp | 478.82%-465.2pp |
| Employer contribution / active EE | $1,156 | $5,875-80.3% | $5,169-77.6% | $4,839-76.1% |
| Participant deferral / active EE | $2,726 | $6,357-57.1% | $5,569-51.1% | $6,342-57.0% |
| Admin fee / account holder | $2,573 | $19,818-87.0% | $16,244-84.2% | $12,315-79.1% |