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 | $7,371 | $105,867-93.0% | $90,760-91.9% | $134,532-94.5% |
| Participation rate | 57.1% | 78.3%-21.1pp | 75.7%-18.6pp | 81.2%-24.1pp |
| Annual return | -12.95% | -10.99%-2.0pp | -12.16%-0.8pp | 418.27%-431.2pp |
| Employer contribution / active EE | $558 | $3,464-83.9% | $2,922-80.9% | $4,741-88.2% |
| Participant deferral / active EE | $3,822 | $5,217-26.7% | $4,565-16.3% | $6,401-40.3% |
| Admin fee / account holder | $30,471 | $13,936+118.7% | $8,444+260.8% | $11,429+166.6% |