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 | $9,169 | $157,829-94.2% | $136,867-93.3% | $198,609-95.4% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 2433.00% | 51.25%+2381.8pp | 42.97%+2390.0pp | 202.70%+2230.3pp |
| Employer contribution / active EE | $728 | $3,923-81.4% | $3,547-79.5% | $5,055-85.6% |
| Participant deferral / active EE | $1,959 | $5,463-64.1% | $4,924-60.2% | $6,977-71.9% |
| Admin fee / account holder | $1,302 | $11,107-88.3% | $10,340-87.4% | $19,030-93.2% |