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.
Participant 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 | $3,117 | $115,901-97.3% | $100,525-96.9% | $158,931-98.0% |
| Participation rate | 25.0% | 81.6%-56.6pp | 79.4%-54.4pp | 82.0%-57.0pp |
| Annual return | 10.21% | 34.80%-24.6pp | 30.89%-20.7pp | 302.86%-292.6pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $312 | $6,675-95.3% | $6,270-95.0% | $5,982-94.8% |
| Admin fee / account holder | $152,076 | $10,998+1282.7% | $8,082+1781.6% | $11,247+1252.2% |