Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $12,097 | $74,661-83.8% | $160,784-92.5% | $67,986-82.2% |
| Participation rate | 22.0% | 57.1%-35.1pp | 77.0%-55.0pp | 57.2%-35.2pp |
| Annual return | 20.32% | 28.83%-8.5pp | 1803.92%-1783.6pp | 31.67%-11.3pp |
| Employer contribution / active EE | $453 | $1,829-75.2% | $3,733-87.9% | $2,019-77.6% |
| Participant deferral / active EE | $740 | $3,681-79.9% | $6,293-88.2% | $3,358-78.0% |
| Admin fee / account holder | $2,676 | $3,959-32.4% | $9,717-72.5% | $3,203-16.5% |