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 | $14,365 | $57,352-75.0% | $83,830-82.9% | $64,173-77.6% |
| Participation rate | 29.4% | 68.6%-39.2pp | 76.1%-46.7pp | 69.6%-40.2pp |
| Annual return | 12.67% | 11.38%+1.3pp | 850.97%-838.3pp | 7.63%+5.0pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,345 | $2,993-55.1% | $4,082-67.0% | $3,470-61.2% |
| Admin fee / account holder | $1,661 | $4,046-58.9% | $5,479-69.7% | $4,887-66.0% |