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 | $21,720 | $87,106-75.1% | $105,607-79.4% | $80,935-73.2% |
| Participation rate | 50.0% | 70.4%-20.4pp | 75.3%-25.3pp | 67.7%-17.7pp |
| Annual return | 12.91% | 17.01%-4.1pp | 116.11%-103.2pp | 35.66%-22.8pp |
| Employer contribution / active EE | $993 | $2,396-58.6% | $3,167-68.6% | $2,757-64.0% |
| Participant deferral / active EE | $1,528 | $3,986-61.7% | $5,011-69.5% | $4,299-64.5% |
| Admin fee / account holder | $2,303 | $8,447-72.7% | $10,958-79.0% | $6,924-66.7% |