Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,092 | $76,371-90.7% | $93,621-92.4% | $72,976-90.3% |
| Participation rate | 20.0% | 71.8%-51.8pp | 75.8%-55.8pp | 69.5%-49.5pp |
| Annual return | 24.04% | 25.82%-1.8pp | 32.76%-8.7pp | 81.02%-57.0pp |
| Employer contribution / active EE | $503 | $2,276-77.9% | $2,719-81.5% | $2,440-79.4% |
| Participant deferral / active EE | $1,050 | $3,538-70.3% | $4,070-74.2% | $3,608-70.9% |
| Admin fee / account holder | $4,116 | $6,839-39.8% | $7,890-47.8% | $5,124-19.7% |