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 | $19,011 | $202,342-90.6% | $172,753-89.0% | $152,909-87.6% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 21.80% | 1029.88%-1008.1pp | 803.00%-781.2pp | 345.46%-323.7pp |
| Employer contribution / active EE | $796 | $5,857-86.4% | $5,144-84.5% | $4,764-83.3% |
| Participant deferral / active EE | $2,853 | $5,948-52.0% | $5,198-45.1% | $5,851-51.2% |
| Admin fee / account holder | $18,523 | $17,112+8.2% | $13,956+32.7% | $11,601+59.7% |