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 | $7,825 | $78,694-90.1% | $67,652-88.4% | $125,389-93.8% |
| Participation rate | 62.5% | 78.8%-16.3pp | 75.7%-13.2pp | 83.2%-20.7pp |
| Annual return | -1.18% | 9.46%-10.6pp | 6625.40%-6626.6pp | 282.24%-283.4pp |
| Employer contribution / active EE | $949 | $3,044-68.8% | $2,266-58.1% | $4,866-80.5% |
| Participant deferral / active EE | $1,164 | $4,292-72.9% | $3,560-67.3% | $5,352-78.3% |
| Admin fee / account holder | $2,178 | $7,403-70.6% | $4,821-54.8% | $9,541-77.2% |