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 | $34,802 | $227,399-84.7% | $189,758-81.7% | $198,609-82.5% |
| Participation rate | 28.6% | 84.0%-55.4pp | 79.8%-51.2pp | 82.4%-53.8pp |
| Annual return | 15.57% | 61.03%-45.5pp | 52.62%-37.1pp | 202.70%-187.1pp |
| Employer contribution / active EE | $916 | $5,526-83.4% | $4,767-80.8% | $5,055-81.9% |
| Participant deferral / active EE | $3,866 | $6,837-43.5% | $5,856-34.0% | $6,977-44.6% |
| Admin fee / account holder | $388 | $25,162-98.5% | $20,388-98.1% | $19,030-98.0% |