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 | $6,285 | $133,998-95.3% | $112,263-94.4% | $134,545-95.3% |
| Participation rate | 42.9% | 78.6%-35.7pp | 75.1%-32.2pp | 81.2%-38.4pp |
| Annual return | -20.39% | 47.17%-67.6pp | 27.49%-47.9pp | 418.37%-438.8pp |
| Employer contribution / active EE | $2,088 | $4,040-48.3% | $3,636-42.6% | $4,742-56.0% |
| Participant deferral / active EE | $705 | $5,292-86.7% | $4,729-85.1% | $6,401-89.0% |
| Admin fee / account holder | $1,631 | $7,493-78.2% | $6,410-74.6% | $11,431-85.7% |