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 | $3,896 | $87,546-95.5% | $75,784-94.9% | $125,389-96.9% |
| Participation rate | 13.3% | 80.2%-66.8pp | 75.8%-62.5pp | 83.2%-69.9pp |
| Annual return | 5.84% | 13.49%-7.6pp | 9.68%-3.8pp | 282.24%-276.4pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $146 | $4,230-96.5% | $3,652-96.0% | $5,352-97.3% |
| Admin fee / account holder | $52,277 | $6,503+703.9% | $5,300+886.4% | $9,541+447.9% |