Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,058 | $213,785-94.8% | $185,441-94.0% | $155,188-92.9% |
| Participation rate | 28.6% | 83.2%-54.6pp | 80.3%-51.7pp | 80.8%-52.2pp |
| Annual return | 30.77% | 19.97%+10.8pp | 20.16%+10.6pp | 148.84%-118.1pp |
| Employer contribution / active EE | $602 | $5,393-88.8% | $4,672-87.1% | $4,248-85.8% |
| Participant deferral / active EE | $2,812 | $6,864-59.0% | $6,152-54.3% | $6,531-56.9% |
| Admin fee / account holder | $3,996 | $21,134-81.1% | $17,890-77.7% | $14,480-72.4% |