Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,078 | $77,472-76.7% | $100,415-82.0% | $80,959-77.7% |
| Participation rate | 47.4% | 76.9%-29.6pp | 81.5%-34.1pp | 67.7%-20.3pp |
| Annual return | 18.68% | 37.26%-18.6pp | 49.47%-30.8pp | 35.67%-17.0pp |
| Employer contribution / active EE | $1,113 | $2,800-60.3% | $3,943-71.8% | $2,757-59.6% |
| Participant deferral / active EE | $1,560 | $6,818-77.1% | $8,091-80.7% | $4,300-63.7% |
| Admin fee / account holder | $2,188 | $5,885-62.8% | $7,906-72.3% | $6,925-68.4% |