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 | $8,944 | $175,257-94.9% | $149,717-94.0% | $139,456-93.6% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 91.07% | 166.70%-75.6pp | 134.41%-43.3pp | 373.45%-282.4pp |
| Employer contribution / active EE | $43 | $5,477-99.2% | $4,820-99.1% | $4,753-99.1% |
| Participant deferral / active EE | $2,801 | $6,521-57.0% | $5,682-50.7% | $6,711-58.3% |
| Admin fee / account holder | $647 | $16,156-96.0% | $13,213-95.1% | $11,407-94.3% |