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 | $8,737 | $53,127-83.6% | $86,597-89.9% | $70,131-87.5% |
| Participation rate | 65.6% | 65.3%+0.3pp | 73.5%-7.9pp | 69.5%-3.9pp |
| Annual return | 44.49% | 27.66%+16.8pp | 964.96%-920.5pp | 73.14%-28.6pp |
| Employer contribution / active EE | $401 | $2,068-80.6% | $2,840-85.9% | $2,342-82.9% |
| Participant deferral / active EE | $558 | $2,696-79.3% | $3,609-84.5% | $3,332-83.2% |
| Admin fee / account holder | $387 | $3,585-89.2% | $4,906-92.1% | $4,645-91.7% |