Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $13,610 | $129,737-89.5% | $119,126-88.6% | $154,746-91.2% |
| Participation rate | 52.9% | 78.9%-25.9pp | 75.8%-22.8pp | 80.7%-27.8pp |
| Annual return | 14.27% | 379.08%-364.8pp | 282.11%-267.8pp | 172.34%-158.1pp |
| Employer contribution / active EE | $434 | $4,375-90.1% | $4,034-89.2% | $4,379-90.1% |
| Participant deferral / active EE | $1,900 | $5,842-67.5% | $5,318-64.3% | $6,730-71.8% |
| Admin fee / account holder | $418 | $11,961-96.5% | $10,693-96.1% | $14,365-97.1% |