Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $6,450 | $54,757-88.2% | $90,304-92.9% | $72,975-91.2% |
| Participation rate | 30.6% | 65.2%-34.6pp | 73.3%-42.7pp | 69.5%-38.9pp |
| Annual return | 887.85% | 30.63%+857.2pp | 78.13%+809.7pp | 81.01%+806.8pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,855-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,056 | $2,887-63.4% | $3,885-72.8% | $3,608-70.7% |
| Admin fee / account holder | $330 | $3,973-91.7% | $5,354-93.8% | $5,124-93.6% |