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 | $8,352 | $58,600-85.7% | $83,327-90.0% | $64,173-87.0% |
| Participation rate | 20.7% | 72.0%-51.4pp | 77.8%-57.1pp | 69.6%-48.9pp |
| Annual return | -2.05% | 9.66%-11.7pp | 10.64%-12.7pp | 7.63%-9.7pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $253 | $4,656-94.6% | $5,565-95.4% | $3,470-92.7% |
| Admin fee / account holder | $2,144 | $9,282-76.9% | $7,540-71.6% | $4,887-56.1% |