Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $17,924 | $405,731-95.6% | $147,304-87.8% | $405,731-95.6% |
| Participation rate | 8.3% | 91.9%-83.6pp | 84.4%-76.1pp | 91.9%-83.6pp |
| Annual return | 2.37% | 4.30%-1.9pp | 29.24%-26.9pp | 4.30%-1.9pp |
| Employer contribution / active EE | $0 | $26,636-100.0% | $5,766-100.0% | $26,636-100.0% |
| Participant deferral / active EE | $108 | $5,788-98.1% | $5,076-97.9% | $5,788-98.1% |
| Admin fee / account holder | $6,086 | $12,997-53.2% | $7,571-19.6% | $12,997-53.2% |