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 | $14,003 | $64,729-78.4% | $112,263-87.5% | $68,490-79.6% |
| Participation rate | 44.4% | 67.2%-22.7pp | 75.1%-30.6pp | 67.9%-23.5pp |
| Annual return | 0.54% | -11.40%+11.9pp | 27.49%-26.9pp | -7.85%+8.4pp |
| Employer contribution / active EE | $430 | $2,746-84.3% | $3,636-88.2% | $2,597-83.4% |
| Participant deferral / active EE | $1,520 | $3,566-57.4% | $4,729-67.9% | $4,028-62.3% |
| Admin fee / account holder | $2,625 | $5,222-49.7% | $6,410-59.1% | $5,403-51.4% |