Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $16,250 | $202,345-92.0% | $172,755-90.6% | $152,885-89.4% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 31.69% | 1029.77%-998.1pp | 802.94%-771.3pp | 345.39%-313.7pp |
| Employer contribution / active EE | $1,116 | $5,858-81.0% | $5,144-78.3% | $4,763-76.6% |
| Participant deferral / active EE | $3,091 | $5,948-48.0% | $5,198-40.5% | $5,851-47.2% |
| Admin fee / account holder | $2,371 | $17,111-86.1% | $13,955-83.0% | $11,598-79.6% |