Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,485 | $63,861-89.8% | $104,625-93.8% | $79,852-91.9% |
| Participation rate | 35.7% | 64.9%-29.2pp | 74.1%-38.4pp | 69.6%-33.9pp |
| Annual return | 25.50% | 21.30%+4.2pp | 340.60%-315.1pp | 31.72%-6.2pp |
| Employer contribution / active EE | $171 | $1,588-89.2% | $2,681-93.6% | $2,471-93.1% |
| Participant deferral / active EE | $1,498 | $2,693-44.4% | $3,738-59.9% | $3,740-59.9% |
| Admin fee / account holder | $738 | $4,185-82.4% | $6,465-88.6% | $5,306-86.1% |