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 | $6,764 | $45,343-85.1% | $150,298-95.5% | $67,986-90.1% |
| Participation rate | 3.8% | 51.9%-48.0pp | 77.8%-73.9pp | 57.2%-53.4pp |
| Annual return | 13.06% | 33.28%-20.2pp | 62.79%-49.7pp | 31.67%-18.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $63 | $2,055-96.9% | $5,453-98.8% | $3,358-98.1% |
| Admin fee / account holder | $5,207 | $2,250+131.5% | $14,116-63.1% | $3,203+62.6% |