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.
Participant 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 | $18,871 | $184,000-89.7% | $162,185-88.4% | $152,909-87.7% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.6%-30.4pp | 82.5%-25.3pp |
| Annual return | 15.91% | 150.80%-134.9pp | 115.61%-99.7pp | 345.46%-329.6pp |
| Employer contribution / active EE | $1,595 | $6,370-75.0% | $5,613-71.6% | $4,764-66.5% |
| Participant deferral / active EE | $2,214 | $8,033-72.4% | $7,297-69.7% | $5,851-62.2% |
| Admin fee / account holder | $27,933 | $13,124+112.8% | $10,844+157.6% | $11,601+140.8% |