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.
Participant 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 | $8,371 | $202,460-95.9% | $169,385-95.1% | $139,456-94.0% |
| Participation rate | 27.3% | 81.1%-53.8pp | 77.2%-49.9pp | 80.3%-53.1pp |
| Annual return | 283.12% | 532.07%-248.9pp | 405.82%-122.7pp | 373.45%-90.3pp |
| Employer contribution / active EE | $877 | $4,691-81.3% | $4,012-78.1% | $4,753-81.5% |
| Participant deferral / active EE | $1,056 | $6,938-84.8% | $6,221-83.0% | $6,711-84.3% |
| Admin fee / account holder | $10,875 | $10,719+1.5% | $9,011+20.7% | $11,407-4.7% |