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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $6,415 | $108,882-94.1% | $96,754-93.4% | $154,746-95.9% |
| Participation rate | 0.0% | 75.1%-75.1pp | 70.3%-70.3pp | 80.7%-80.7pp |
| Annual return | 3.83% | 98.39%-94.6pp | 82.04%-78.2pp | 172.34%-168.5pp |
| Employer contribution / active EE | $536 | $3,018-82.2% | $2,679-80.0% | $4,379-87.8% |
| Participant deferral / active EE | $992 | $5,323-81.4% | $4,758-79.2% | $6,730-85.3% |
| Admin fee / account holder | $26,843 | $10,200+163.2% | $8,905+201.4% | $14,365+86.9% |