Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $25,896 | $86,949-70.2% | $102,460-74.7% | $80,959-68.0% |
| Participation rate | 38.6% | 72.4%-33.8pp | 76.5%-37.9pp | 67.7%-29.1pp |
| Annual return | 11.60% | 18.89%-7.3pp | 29.47%-17.9pp | 35.67%-24.1pp |
| Employer contribution / active EE | $161 | $2,370-93.2% | $3,025-94.7% | $2,757-94.2% |
| Participant deferral / active EE | $1,967 | $4,121-52.3% | $5,056-61.1% | $4,300-54.3% |
| Admin fee / account holder | $3,405 | $8,048-57.7% | $9,460-64.0% | $6,925-50.8% |