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 | $8,397 | $76,551-89.0% | $123,894-93.2% | $62,881-86.6% |
| Participation rate | 55.0% | 73.0%-18.0pp | 81.4%-26.4pp | 69.3%-14.3pp |
| Annual return | 10.19% | 18.68%-8.5pp | 47.52%-37.3pp | 20.14%-10.0pp |
| Employer contribution / active EE | $574 | $2,882-80.1% | $4,617-87.6% | $2,281-74.8% |
| Participant deferral / active EE | $1,441 | $4,840-70.2% | $5,984-75.9% | $3,203-55.0% |
| Admin fee / account holder | $1,454 | $4,826-69.9% | $8,357-82.6% | $4,296-66.2% |