Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,077 | $217,432-93.5% | $185,849-92.4% | $167,536-91.6% |
| Participation rate | 30.0% | 86.1%-56.1pp | 81.7%-51.7pp | 82.1%-52.1pp |
| Annual return | 0.00% | 148.42%-148.4pp | 122.10%-122.1pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,137 | $5,875-80.6% | $5,169-78.0% | $4,839-76.5% |
| Participant deferral / active EE | $4,473 | $6,357-29.6% | $5,569-19.7% | $6,342-29.5% |
| Admin fee / account holder | $635 | $19,818-96.8% | $16,244-96.1% | $12,315-94.8% |