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 | $1,879 | $64,359-97.1% | $90,161-97.9% | $70,126-97.3% |
| Participation rate | 64.5% | 70.4%-5.9pp | 76.9%-12.4pp | 69.5%-5.0pp |
| Annual return | 15.35% | 28.13%-12.8pp | 34.89%-19.5pp | 73.15%-57.8pp |
| Employer contribution / active EE | $554 | $2,046-72.9% | $3,318-83.3% | $2,343-76.4% |
| Participant deferral / active EE | $1,136 | $4,389-74.1% | $5,287-78.5% | $3,332-65.9% |
| Admin fee / account holder | $1,140 | $3,945-71.1% | $5,943-80.8% | $4,645-75.5% |