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 | $12,801 | $135,956-90.6% | $123,894-89.7% | $273,972-95.3% |
| Participation rate | 36.4% | 84.1%-47.7pp | 81.4%-45.0pp | 83.0%-46.7pp |
| Annual return | 10.79% | 56.63%-45.8pp | 47.52%-36.7pp | 41.46%-30.7pp |
| Employer contribution / active EE | $1,137 | $5,170-78.0% | $4,617-75.4% | $4,869-76.6% |
| Participant deferral / active EE | $1,411 | $6,343-77.7% | $5,984-76.4% | $5,287-73.3% |
| Admin fee / account holder | $401 | $9,817-95.9% | $8,357-95.2% | $10,133-96.0% |