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 | $18,107 | $45,566-60.3% | $64,105-71.8% | $59,633-69.6% |
| Participation rate | 52.7% | 60.2%-7.4pp | 68.2%-15.4pp | 68.7%-15.9pp |
| Annual return | 0.32% | 4.95%-4.6pp | 791.24%-790.9pp | 2041.40%-2041.1pp |
| Employer contribution / active EE | $234 | $934-74.9% | $1,820-87.1% | $2,203-89.4% |
| Participant deferral / active EE | $541 | $2,057-73.7% | $2,822-80.8% | $3,192-83.1% |
| Admin fee / account holder | $4,128 | $3,268+26.3% | $4,499-8.2% | $4,297-3.9% |