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 | $9,647 | $63,346-84.8% | $92,240-89.5% | $70,126-86.2% |
| Participation rate | 43.2% | 68.7%-25.4pp | 76.5%-33.2pp | 69.5%-26.3pp |
| Annual return | 13.19% | 530.19%-517.0pp | 176.29%-163.1pp | 73.15%-60.0pp |
| Employer contribution / active EE | $4,738 | $2,471+91.7% | $3,680+28.8% | $2,343+102.3% |
| Participant deferral / active EE | $664 | $2,854-76.7% | $3,897-83.0% | $3,332-80.1% |
| Admin fee / account holder | $1,424 | $3,841-62.9% | $5,194-72.6% | $4,645-69.3% |