Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,266 | $45,082-86.1% | $69,464-91.0% | $72,975-91.4% |
| Participation rate | 51.2% | 68.5%-17.3pp | 74.6%-23.4pp | 69.5%-18.3pp |
| Annual return | 62.96% | 22.66%+40.3pp | 28.98%+34.0pp | 81.01%-18.0pp |
| Employer contribution / active EE | $3 | $2,055-99.8% | $2,779-99.9% | $2,440-99.9% |
| Participant deferral / active EE | $1,262 | $2,604-51.5% | $3,536-64.3% | $3,608-65.0% |
| Admin fee / account holder | $1,630 | $3,057-46.7% | $3,840-57.6% | $5,124-68.2% |