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 | $19,058 | $202,342-90.6% | $172,752-89.0% | $152,897-87.5% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 26.30% | 1029.83%-1003.5pp | 802.97%-776.7pp | 345.43%-319.1pp |
| Employer contribution / active EE | $913 | $5,858-84.4% | $5,144-82.2% | $4,764-80.8% |
| Participant deferral / active EE | $2,709 | $5,948-54.5% | $5,198-47.9% | $5,851-53.7% |
| Admin fee / account holder | $469 | $17,111-97.3% | $13,955-96.6% | $11,599-96.0% |