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 | $16,152 | $48,364-66.6% | $71,796-77.5% | $62,881-74.3% |
| Participation rate | 57.1% | 60.6%-3.5pp | 69.1%-12.0pp | 69.3%-12.2pp |
| Annual return | 8.19% | 13.16%-5.0pp | 78.04%-69.8pp | 20.14%-12.0pp |
| Employer contribution / active EE | $250 | $1,042-76.0% | $1,924-87.0% | $2,281-89.0% |
| Participant deferral / active EE | $590 | $2,091-71.8% | $2,794-78.9% | $3,203-81.6% |
| Admin fee / account holder | $360 | $3,771-90.5% | $4,815-92.5% | $4,296-91.6% |