Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,351 | $79,961-88.3% | $98,462-90.5% | $75,177-87.6% |
| Participation rate | 33.3% | 70.4%-37.0pp | 75.2%-41.8pp | 67.2%-33.9pp |
| Annual return | 22.22% | 19.75%+2.5pp | 21.17%+1.0pp | 160.75%-138.5pp |
| Employer contribution / active EE | $747 | $2,264-67.0% | $3,049-75.5% | $2,671-72.0% |
| Participant deferral / active EE | $867 | $3,753-76.9% | $4,738-81.7% | $4,126-79.0% |
| Admin fee / account holder | $638 | $6,842-90.7% | $8,875-92.8% | $5,651-88.7% |