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 | $22,338 | $110,083-79.7% | $151,639-85.3% | $68,486-67.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 87.5%-37.5pp | 67.9%-17.9pp |
| Annual return | -12.56% | -10.12%-2.4pp | 3.34%-15.9pp | -7.85%-4.7pp |
| Employer contribution / active EE | $154 | $4,470-96.6% | $6,165-97.5% | $2,597-94.1% |
| Participant deferral / active EE | $8,207 | $6,526+25.8% | $8,363-1.9% | $4,028+103.8% |
| Admin fee / account holder | $3,500 | $7,718-54.6% | $11,613-69.9% | $5,404-35.2% |