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 | $14,439 | $198,457-92.7% | $170,435-91.5% | $147,586-90.2% |
| Participation rate | 56.5% | 88.0%-31.4pp | 83.6%-27.1pp | 82.8%-26.3pp |
| Annual return | 21.76% | 257.30%-235.5pp | 205.94%-184.2pp | 578.59%-556.8pp |
| Employer contribution / active EE | $1,145 | $6,183-81.5% | $5,432-78.9% | $4,876-76.5% |
| Participant deferral / active EE | $2,268 | $5,629-59.7% | $4,939-54.1% | $5,439-58.3% |
| Admin fee / account holder | $1,997 | $16,852-88.2% | $13,881-85.6% | $10,886-81.7% |