Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $15,550 | $81,208-80.9% | $98,920-84.3% | $79,856-80.5% |
| Participation rate | 68.4% | 72.5%-4.1pp | 76.0%-7.6pp | 69.6%-1.2pp |
| Annual return | 10.99% | 60.99%-50.0pp | 196.47%-185.5pp | 31.71%-20.7pp |
| Employer contribution / active EE | $298 | $1,960-84.8% | $2,689-88.9% | $2,471-87.9% |
| Participant deferral / active EE | $1,422 | $3,265-56.5% | $4,245-66.5% | $3,741-62.0% |
| Admin fee / account holder | $2,887 | $6,013-52.0% | $6,643-56.5% | $5,306-45.6% |