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 | $20,160 | $87,834-77.0% | $133,975-85.0% | $62,881-67.9% |
| Participation rate | 66.7% | 83.4%-16.7pp | 87.1%-20.4pp | 69.3%-2.6pp |
| Annual return | 7.31% | 12.05%-4.7pp | 29.29%-22.0pp | 20.14%-12.8pp |
| Employer contribution / active EE | $24 | $3,482-99.3% | $5,211-99.5% | $2,281-99.0% |
| Participant deferral / active EE | $2,456 | $4,812-49.0% | $6,282-60.9% | $3,203-23.3% |
| Admin fee / account holder | $4,418 | $5,372-17.8% | $9,324-52.6% | $4,296+2.8% |