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 | $2,521 | $334,829-99.2% | $152,093-98.3% | - |
| Participation rate | 60.6% | 49.1%+11.5pp | 77.8%-17.2pp | - |
| Annual return | 16.80% | 11.73%+5.1pp | 66.36%-49.6pp | - |
| Employer contribution / active EE | $0 | $938-100.0% | $4,175-100.0% | - |
| Participant deferral / active EE | $628 | $1,779-64.7% | $5,451-88.5% | - |
| Admin fee / account holder | $1,346 | $73,095-98.2% | $14,497-90.7% | - |