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 | $12,270 | $85,766-85.7% | $136,297-91.0% | $70,124-82.5% |
| Participation rate | 37.8% | 74.2%-36.3pp | 81.9%-44.1pp | 69.5%-31.7pp |
| Annual return | 19.54% | 31.45%-11.9pp | 5156.19%-5136.7pp | 73.14%-53.6pp |
| Employer contribution / active EE | $1,131 | $2,966-61.9% | $4,696-75.9% | $2,342-51.7% |
| Participant deferral / active EE | $2,066 | $5,051-59.1% | $6,247-66.9% | $3,332-38.0% |
| Admin fee / account holder | $3,524 | $5,420-35.0% | $9,244-61.9% | $4,645-24.1% |