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 | $9,910 | $148,629-93.3% | $135,982-92.7% | $139,487-92.9% |
| Participation rate | 0.0% | 83.9%-83.9pp | 81.9%-81.9pp | 80.3%-80.3pp |
| Annual return | 15.43% | 79.33%-63.9pp | 68.32%-52.9pp | 373.84%-358.4pp |
| Employer contribution / active EE | $793 | $5,247-84.9% | $4,859-83.7% | $4,755-83.3% |
| Participant deferral / active EE | $4,270 | $8,102-47.3% | $7,760-45.0% | $6,713-36.4% |
| Admin fee / account holder | $364 | $12,406-97.1% | $10,767-96.6% | $11,407-96.8% |