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 | $8,953 | $97,732-90.8% | $83,831-89.3% | $135,380-93.4% |
| Participation rate | 21.4% | 80.0%-58.5pp | 76.1%-54.7pp | 82.6%-61.2pp |
| Annual return | -7.41% | 1287.56%-1295.0pp | 850.99%-858.4pp | 519.81%-527.2pp |
| Employer contribution / active EE | $421 | $4,222-90.0% | $3,631-88.4% | $4,779-91.2% |
| Participant deferral / active EE | $2,263 | $4,683-51.7% | $4,082-44.6% | $5,609-59.6% |
| Admin fee / account holder | $28,783 | $6,675+331.2% | $5,479+425.4% | $10,828+165.8% |