Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,543 | $171,867-93.3% | $149,716-92.3% | $147,585-92.2% |
| Participation rate | 66.7% | 88.2%-21.5pp | 87.1%-20.4pp | 82.8%-16.2pp |
| Annual return | 20.66% | 2113.36%-2092.7pp | 1501.67%-1481.0pp | 578.58%-557.9pp |
| Employer contribution / active EE | $109 | $6,275-98.3% | $5,444-98.0% | $4,876-97.8% |
| Participant deferral / active EE | $3,617 | $7,270-50.3% | $6,568-44.9% | $5,439-33.5% |
| Admin fee / account holder | $591 | $13,799-95.7% | $11,282-94.8% | $10,886-94.6% |