Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $2,923 | $48,284-93.9% | $67,524-95.7% | $80,911-96.4% |
| Participation rate | 33.7% | 66.4%-32.7pp | 72.9%-39.2pp | 67.6%-33.9pp |
| Annual return | 14.88% | 18.27%-3.4pp | 3519.41%-3504.5pp | 35.63%-20.8pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,734-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $568 | $2,927-80.6% | $4,001-85.8% | $4,297-86.8% |
| Admin fee / account holder | $306 | $3,688-91.7% | $4,001-92.4% | $6,935-95.6% |