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 | $6,810 | $156,963-95.7% | $121,204-94.4% | $139,466-95.1% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.5%-2.9pp | 80.3%-13.7pp |
| Annual return | 13.35% | 1476.75%-1463.4pp | 987.18%-973.8pp | 373.66%-360.3pp |
| Employer contribution / active EE | $86 | $5,544-98.4% | $4,170-97.9% | $4,754-98.2% |
| Participant deferral / active EE | $1,312 | $4,848-72.9% | $4,083-67.9% | $6,712-80.5% |
| Admin fee / account holder | $746 | $6,953-89.3% | $5,651-86.8% | $11,409-93.5% |