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 | $20,988 | $89,259-76.5% | $107,187-80.4% | $82,637-74.6% |
| Participation rate | 55.3% | 67.9%-12.7pp | 75.0%-19.8pp | 68.1%-12.8pp |
| Annual return | 17.15% | 21.02%-3.9pp | 204.55%-187.4pp | 53.51%-36.4pp |
| Employer contribution / active EE | $29 | $3,080-99.0% | $3,782-99.2% | $2,552-98.9% |
| Participant deferral / active EE | $1,908 | $4,037-52.7% | $5,096-62.5% | $4,126-53.7% |
| Admin fee / account holder | $2,746 | $7,381-62.8% | $9,162-70.0% | $7,339-62.6% |