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 | $24,756 | $185,856-86.7% | $170,028-85.4% | $139,456-82.2% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 26.84% | 60.52%-33.7pp | 53.39%-26.6pp | 373.45%-346.6pp |
| Employer contribution / active EE | $1,078 | $7,593-85.8% | $6,788-84.1% | $4,753-77.3% |
| Participant deferral / active EE | $5,611 | $11,623-51.7% | $10,409-46.1% | $6,711-16.4% |
| Admin fee / account holder | $1,383 | $15,387-91.0% | $12,820-89.2% | $11,407-87.9% |