Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,930 | $157,296-92.4% | $141,191-91.6% | $152,897-92.2% |
| Participation rate | 59.1% | 84.8%-25.7pp | 82.5%-23.4pp | 82.5%-23.4pp |
| Annual return | 81.79% | 64.34%+17.4pp | 71.41%+10.4pp | 345.43%-263.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,315 | $7,111+16.9% | $6,710+23.9% | $5,851+42.1% |
| Admin fee / account holder | $2,776 | $12,125-77.1% | $10,264-73.0% | $11,599-76.1% |