Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $10,245 | $84,685-87.9% | $73,836-86.1% | $125,389-91.8% |
| Participation rate | 35.3% | 76.8%-41.5pp | 73.4%-38.1pp | 83.2%-47.9pp |
| Annual return | 53.15% | 3123.80%-3070.6pp | 2268.06%-2214.9pp | 282.24%-229.1pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $986 | $3,993-75.3% | $3,583-72.5% | $5,352-81.6% |
| Admin fee / account holder | $639 | $5,694-88.8% | $4,882-86.9% | $9,541-93.3% |