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 | $12,460 | $166,131-92.5% | $164,975-92.4% | $145,877-91.5% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.6pp |
| Annual return | 20.41% | 100.37%-80.0pp | 70.12%-49.7pp | 551.28%-530.9pp |
| Employer contribution / active EE | $448 | $5,276-91.5% | $4,343-89.7% | $4,663-90.4% |
| Participant deferral / active EE | $4,774 | $6,962-31.4% | $6,033-20.9% | $6,691-28.6% |
| Admin fee / account holder | $867 | $16,648-94.8% | $12,688-93.2% | $13,402-93.5% |