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 | $6,405 | $63,314-89.9% | $91,004-93.0% | $62,293-89.7% |
| Participation rate | 54.0% | 73.3%-19.3pp | 75.6%-21.6pp | 69.5%-15.5pp |
| Annual return | 27.53% | 21.00%+6.5pp | 4.60%+22.9pp | 28.90%-1.4pp |
| Employer contribution / active EE | $238 | $1,807-86.8% | $2,456-90.3% | $2,042-88.3% |
| Participant deferral / active EE | $1,744 | $2,944-40.7% | $3,548-50.8% | $3,169-45.0% |
| Admin fee / account holder | $386 | $468-17.4% | $5,417-92.9% | $479-19.4% |