Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,077 | $136,860-94.1% | $120,344-93.3% | $154,746-94.8% |
| Participation rate | 50.0% | 79.9%-29.9pp | 76.7%-26.7pp | 80.7%-30.7pp |
| Annual return | 22.01% | 21.38%+0.6pp | 20.30%+1.7pp | 172.34%-150.3pp |
| Employer contribution / active EE | $896 | $3,533-74.6% | $3,020-70.3% | $4,379-79.5% |
| Participant deferral / active EE | $1,764 | $5,793-69.6% | $5,135-65.7% | $6,730-73.8% |
| Admin fee / account holder | $481 | $15,393-96.9% | $12,742-96.2% | $14,365-96.7% |