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.
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 | $20,961 | $106,749-80.4% | $145,433-85.6% | $82,448-74.6% |
| Participation rate | 45.5% | 75.6%-30.2pp | 82.1%-36.7pp | 68.1%-22.6pp |
| Annual return | 18.87% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.8pp |
| Employer contribution / active EE | $838 | $3,444-75.7% | $4,554-81.6% | $2,551-67.2% |
| Participant deferral / active EE | $2,120 | $6,519-67.5% | $7,897-73.2% | $4,139-48.8% |
| Admin fee / account holder | $413 | $8,390-95.1% | $13,129-96.9% | $7,234-94.3% |