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 | $22,136 | $93,345-76.3% | $119,126-81.4% | $87,485-74.7% |
| Participation rate | 56.9% | 68.7%-11.9pp | 75.8%-18.9pp | 68.9%-12.1pp |
| Annual return | 18.33% | 19.08%-0.8pp | 282.11%-263.8pp | 26.06%-7.7pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,937 | $4,099-3.9% | $5,318-26.0% | $4,274-7.9% |
| Admin fee / account holder | $8,699 | $8,039+8.2% | $10,693-18.6% | $7,775+11.9% |