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 | $14,772 | $89,367-83.5% | $141,191-89.5% | $72,975-79.8% |
| Participation rate | 69.2% | 75.1%-5.9pp | 82.5%-13.2pp | 69.5%-0.3pp |
| Annual return | 26.52% | 111.87%-85.3pp | 71.41%-44.9pp | 81.01%-54.5pp |
| Employer contribution / active EE | $846 | $3,115-72.8% | $4,736-82.1% | $2,440-65.3% |
| Participant deferral / active EE | $2,117 | $5,419-60.9% | $6,710-68.4% | $3,608-41.3% |
| Admin fee / account holder | $1,127 | $5,957-81.1% | $10,264-89.0% | $5,124-78.0% |