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.
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 | $5,465 | $69,444-92.1% | $92,985-94.1% | $87,485-93.8% |
| Participation rate | 60.6% | 63.3%-2.6pp | 69.5%-8.9pp | 68.9%-8.3pp |
| Annual return | 21.39% | 23.85%-2.5pp | 27.99%-6.6pp | 26.06%-4.7pp |
| Employer contribution / active EE | $476 | $1,917-75.2% | $2,662-82.1% | $2,596-81.7% |
| Participant deferral / active EE | $1,244 | $3,364-63.0% | $4,377-71.6% | $4,274-70.9% |
| Admin fee / account holder | $342 | $6,137-94.4% | $9,463-96.4% | $7,775-95.6% |