Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $20,532 | $72,114-71.5% | $108,745-81.1% | $62,881-67.3% |
| Participation rate | 0.0% | 74.6%-74.6pp | 77.7%-77.7pp | 69.3%-69.3pp |
| Annual return | 7.45% | 13.41%-6.0pp | 46.22%-38.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $781 | $2,694-71.0% | $3,323-76.5% | $2,281-65.8% |
| Participant deferral / active EE | $1,494 | $4,044-63.0% | $5,121-70.8% | $3,203-53.3% |
| Admin fee / account holder | $417 | $4,608-91.0% | $6,144-93.2% | $4,296-90.3% |