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 | $10,584 | $99,652-89.4% | $78,778-86.6% | $147,586-92.8% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.2%-29.2pp | 82.8%-42.8pp |
| Annual return | 10.17% | 47.28%-37.1pp | 35.62%-25.4pp | 578.59%-568.4pp |
| Employer contribution / active EE | $750 | $2,796-73.2% | $1,986-62.2% | $4,876-84.6% |
| Participant deferral / active EE | $633 | $3,664-82.7% | $2,958-78.6% | $5,439-88.4% |
| Admin fee / account holder | $6,090 | $7,155-14.9% | $5,134+18.6% | $10,886-44.1% |