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 | $11,340 | $72,492-84.4% | $87,104-87.0% | $72,975-84.5% |
| Participation rate | 65.5% | 72.8%-7.3pp | 76.9%-11.4pp | 69.5%-4.0pp |
| Annual return | 19.33% | 24.46%-5.1pp | 28.19%-8.9pp | 81.01%-61.7pp |
| Employer contribution / active EE | $472 | $1,894-75.1% | $2,521-81.3% | $2,440-80.6% |
| Participant deferral / active EE | $986 | $3,270-69.8% | $4,048-75.6% | $3,608-72.7% |
| Admin fee / account holder | $17,092 | $5,055+238.1% | $7,491+128.2% | $5,124+233.6% |