Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $16,971 | $78,197-78.3% | $98,090-82.7% | $82,637-79.5% |
| Participation rate | 55.6% | 77.5%-21.9pp | 81.5%-26.0pp | 68.1%-12.5pp |
| Annual return | 16.22% | 40.25%-24.0pp | 37.05%-20.8pp | 53.51%-37.3pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $5,675 | $6,636-14.5% | $7,845-27.7% | $4,126+37.5% |
| Admin fee / account holder | $5,210 | $14,832-64.9% | $11,815-55.9% | $7,339-29.0% |