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 | $11,023 | $91,167-87.9% | $178,498-93.8% | $79,858-86.2% |
| Participation rate | 60.8% | 69.2%-8.4pp | 81.9%-21.1pp | 69.6%-8.8pp |
| Annual return | 12.59% | 24.19%-11.6pp | 151.09%-138.5pp | 31.72%-19.1pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,241 | $3,236-61.7% | $5,202-76.2% | $3,740-66.8% |
| Admin fee / account holder | $688 | $6,747-89.8% | $13,985-95.1% | $5,306-87.0% |