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 | $14,780 | $178,174-91.7% | $156,181-90.5% | $137,256-89.2% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.8%-53.8pp | 80.0%-55.0pp |
| Annual return | 16.14% | 84.19%-68.1pp | 64.87%-48.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $876 | $4,972-82.4% | $4,294-79.6% | $4,156-78.9% |
| Participant deferral / active EE | $2,051 | $6,888-70.2% | $6,132-66.6% | $6,407-68.0% |
| Admin fee / account holder | $6,650 | $17,404-61.8% | $14,586-54.4% | $12,270-45.8% |