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 | $16,082 | $95,975-83.2% | $74,552-78.4% | $135,382-88.1% |
| Participation rate | 30.8% | 75.7%-44.9pp | 69.1%-38.4pp | 82.6%-51.9pp |
| Annual return | -0.37% | 56.96%-57.3pp | 32.53%-32.9pp | 519.77%-520.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,556 | $3,844-33.5% | $3,108-17.8% | $5,609-54.4% |
| Admin fee / account holder | $2,735 | $6,522-58.1% | $5,060-45.9% | $10,829-74.7% |