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 | $12,210 | $55,446-78.0% | $155,574-92.2% | $74,429-83.6% |
| Participation rate | 26.3% | 61.9%-35.6pp | 78.2%-52.0pp | 67.2%-41.0pp |
| Annual return | 13.76% | 269.20%-255.4pp | 64.87%-51.1pp | 1368.38%-1354.6pp |
| Employer contribution / active EE | $170 | $2,266-92.5% | $4,676-96.4% | $2,625-93.5% |
| Participant deferral / active EE | $1,680 | $2,836-40.8% | $5,629-70.2% | $4,348-61.4% |
| Admin fee / account holder | $3,233 | $1,743+85.5% | $15,914-79.7% | $1,944+66.3% |