Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $10,371 | $198,462-94.8% | $170,439-93.9% | $147,585-93.0% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 10.63% | 257.30%-246.7pp | 205.94%-195.3pp | 578.58%-568.0pp |
| Employer contribution / active EE | $1,222 | $6,184-80.2% | $5,433-77.5% | $4,876-74.9% |
| Participant deferral / active EE | $2,228 | $5,629-60.4% | $4,939-54.9% | $5,439-59.0% |
| Admin fee / account holder | $6,074 | $16,852-64.0% | $13,881-56.2% | $10,886-44.2% |