Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,068 | $72,272-93.0% | $101,264-95.0% | $79,858-93.7% |
| Participation rate | 43.8% | 68.5%-24.7pp | 75.8%-32.1pp | 69.6%-25.9pp |
| Annual return | 1151.68% | 22.30%+1129.4pp | 46.48%+1105.2pp | 31.72%+1120.0pp |
| Employer contribution / active EE | $960 | $2,692-64.3% | $3,660-73.8% | $2,471-61.1% |
| Participant deferral / active EE | $1,090 | $3,282-66.8% | $4,370-75.1% | $3,740-70.9% |
| Admin fee / account holder | $396 | $4,401-91.0% | $5,947-93.3% | $5,306-92.5% |