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 | $21,736 | $199,109-89.1% | $173,730-87.5% | $154,746-86.0% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 29.43% | 20.02%+9.4pp | 19.96%+9.5pp | 172.34%-142.9pp |
| Employer contribution / active EE | $971 | $5,311-81.7% | $4,577-78.8% | $4,379-77.8% |
| Participant deferral / active EE | $4,388 | $7,113-38.3% | $6,326-30.6% | $6,730-34.8% |
| Admin fee / account holder | $4,593 | $20,916-78.0% | $17,523-73.8% | $14,365-68.0% |