Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,254 | $148,623-89.1% | $135,974-88.0% | $139,466-88.3% |
| Participation rate | 63.6% | 83.9%-20.2pp | 81.9%-18.3pp | 80.3%-16.7pp |
| Annual return | 23.77% | 79.30%-55.5pp | 68.30%-44.5pp | 373.66%-349.9pp |
| Employer contribution / active EE | $726 | $5,246-86.2% | $4,859-85.1% | $4,754-84.7% |
| Participant deferral / active EE | $2,935 | $8,103-63.8% | $7,760-62.2% | $6,712-56.3% |
| Admin fee / account holder | $386 | $12,406-96.9% | $10,767-96.4% | $11,409-96.6% |