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 | $9,642 | $177,595-94.6% | $148,496-93.5% | $198,609-95.1% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.0%-9.4pp | 82.4%-15.7pp |
| Annual return | 17.20% | 9.97%+7.2pp | 12.33%+4.9pp | 202.70%-185.5pp |
| Employer contribution / active EE | $1,233 | $4,098-69.9% | $3,497-64.8% | $5,055-75.6% |
| Participant deferral / active EE | $1,587 | $5,539-71.3% | $4,808-67.0% | $6,977-77.2% |
| Admin fee / account holder | $1,289 | $27,010-95.2% | $19,547-93.4% | $19,030-93.2% |