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 | $7,103 | $45,343-84.3% | $150,298-95.3% | $67,986-89.6% |
| Participation rate | 36.5% | 51.9%-15.3pp | 77.8%-41.2pp | 57.2%-20.7pp |
| Annual return | 13.17% | 33.28%-20.1pp | 62.79%-49.6pp | 31.67%-18.5pp |
| Employer contribution / active EE | $305 | $1,462-79.1% | $4,154-92.6% | $2,019-84.9% |
| Participant deferral / active EE | $421 | $2,055-79.5% | $5,453-92.3% | $3,358-87.5% |
| Admin fee / account holder | $556 | $2,250-75.3% | $14,116-96.1% | $3,203-82.7% |