Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $14,553 | $74,661-80.5% | $160,784-90.9% | $67,986-78.6% |
| Participation rate | 24.1% | 57.1%-33.0pp | 77.0%-52.8pp | 57.2%-33.1pp |
| Annual return | 18.05% | 28.83%-10.8pp | 1803.92%-1785.9pp | 31.67%-13.6pp |
| Employer contribution / active EE | $174 | $1,829-90.5% | $3,733-95.3% | $2,019-91.4% |
| Participant deferral / active EE | $1,495 | $3,681-59.4% | $6,293-76.2% | $3,358-55.5% |
| Admin fee / account holder | $843 | $3,959-78.7% | $9,717-91.3% | $3,203-73.7% |