Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,710 | $89,364-91.4% | $141,177-94.5% | $72,983-89.4% |
| Participation rate | 54.8% | 75.1%-20.4pp | 82.5%-27.7pp | 69.5%-14.7pp |
| Annual return | 29.09% | 111.86%-82.8pp | 71.40%-42.3pp | 81.01%-51.9pp |
| Employer contribution / active EE | $908 | $3,115-70.9% | $4,736-80.8% | $2,440-62.8% |
| Participant deferral / active EE | $1,417 | $5,419-73.8% | $6,710-78.9% | $3,608-60.7% |
| Admin fee / account holder | $836 | $5,959-86.0% | $10,263-91.9% | $5,124-83.7% |