Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,188 | $126,113-94.3% | $116,096-93.8% | $155,188-95.4% |
| Participation rate | 29.2% | 75.1%-46.0pp | 73.3%-44.2pp | 80.8%-51.6pp |
| Annual return | 11.71% | 391.72%-380.0pp | 326.25%-314.5pp | 148.84%-137.1pp |
| Employer contribution / active EE | $0 | $2,672-100.0% | $2,503-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $474 | $4,162-88.6% | $3,952-88.0% | $6,531-92.7% |
| Admin fee / account holder | $426 | $8,045-94.7% | $7,704-94.5% | $14,480-97.1% |