Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $17,194 | $152,612-88.7% | $125,192-86.3% | $152,897-88.8% |
| Participation rate | 37.5% | 83.3%-45.8pp | 79.8%-42.3pp | 82.5%-45.0pp |
| Annual return | 18.98% | 54.85%-35.9pp | 43.79%-24.8pp | 345.43%-326.4pp |
| Employer contribution / active EE | $206 | $4,947-95.8% | $3,866-94.7% | $4,764-95.7% |
| Participant deferral / active EE | $2,000 | $5,868-65.9% | $4,937-59.5% | $5,851-65.8% |
| Admin fee / account holder | $8,279 | $13,437-38.4% | $9,704-14.7% | $11,599-28.6% |