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 | $32,401 | $137,414-76.4% | $189,545-82.9% | $85,851-62.3% |
| Participation rate | 40.0% | 84.6%-44.6pp | 87.8%-47.8pp | 69.3%-29.3pp |
| Annual return | 11.78% | 38.14%-26.4pp | 555.36%-543.6pp | 318.63%-306.9pp |
| Employer contribution / active EE | $1,722 | $4,344-60.4% | $6,162-72.1% | $2,565-32.9% |
| Participant deferral / active EE | $2,150 | $6,260-65.7% | $8,220-73.8% | $3,952-45.6% |
| Admin fee / account holder | $3,793 | $8,630-56.1% | $12,049-68.5% | $6,261-39.4% |