Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,613 | $176,077-96.2% | $159,455-95.9% | $167,518-96.1% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 12.29% | 331.83%-319.5pp | 263.63%-251.3pp | 478.71%-466.4pp |
| Employer contribution / active EE | $1,283 | $5,298-75.8% | $4,830-73.4% | $4,838-73.5% |
| Participant deferral / active EE | $1,370 | $7,751-82.3% | $7,353-81.4% | $6,342-78.4% |
| Admin fee / account holder | $454 | $12,556-96.4% | $10,800-95.8% | $12,312-96.3% |