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 | $7,597 | $65,027-88.3% | $90,970-91.6% | $79,852-90.5% |
| Participation rate | 22.6% | 61.6%-39.0pp | 69.0%-46.4pp | 69.6%-47.1pp |
| Annual return | 15.97% | 30.45%-14.5pp | 134.58%-118.6pp | 31.72%-15.7pp |
| Employer contribution / active EE | $391 | $1,247-68.6% | $2,122-81.6% | $2,471-84.2% |
| Participant deferral / active EE | $1,049 | $2,512-58.3% | $3,373-68.9% | $3,740-72.0% |
| Admin fee / account holder | $523 | $4,535-88.5% | $5,960-91.2% | $5,306-90.1% |