Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $15,301 | $98,766-84.5% | $149,730-89.8% | $79,852-80.8% |
| Participation rate | 46.2% | 75.8%-29.6pp | 82.5%-36.3pp | 69.6%-23.5pp |
| Annual return | 16.64% | 27.43%-10.8pp | 276.70%-260.1pp | 31.72%-15.1pp |
| Employer contribution / active EE | $754 | $3,217-76.6% | $4,645-83.8% | $2,471-69.5% |
| Participant deferral / active EE | $2,111 | $5,681-62.8% | $6,843-69.2% | $3,740-43.6% |
| Admin fee / account holder | $2,490 | $6,052-58.9% | $9,310-73.3% | $5,306-53.1% |