Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,930 | $65,395-87.9% | $182,558-95.7% | $72,976-89.1% |
| Participation rate | 40.0% | 65.4%-25.4pp | 78.0%-38.0pp | 69.5%-29.5pp |
| Annual return | 43.15% | 27.68%+15.5pp | 148.59%-105.4pp | 81.02%-37.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,049 | $3,563-70.6% | $5,526-81.0% | $3,608-70.9% |
| Admin fee / account holder | $422 | $4,245-90.1% | $8,594-95.1% | $5,124-91.8% |