Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,084 | $73,102-76.6% | $123,553-86.2% | $56,289-69.6% |
| Participation rate | 49.3% | 74.3%-25.1pp | 82.3%-33.0pp | 69.9%-20.6pp |
| Annual return | 17.58% | 3.01%+14.6pp | 119.21%-101.6pp | -9.96%+27.5pp |
| Employer contribution / active EE | $1,003 | $2,977-66.3% | $4,628-78.3% | $2,111-52.5% |
| Participant deferral / active EE | $1,319 | $5,423-75.7% | $6,426-79.5% | $3,350-60.6% |
| Admin fee / account holder | $1,586 | $554+186.3% | $9,284-82.9% | $521+204.3% |