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 | $4,198 | $106,247-96.0% | $96,515-95.7% | $139,466-97.0% |
| Participation rate | 47.4% | 77.8%-30.5pp | 74.3%-27.0pp | 80.3%-33.0pp |
| Annual return | 29.77% | 38.47%-8.7pp | 35.73%-6.0pp | 373.66%-343.9pp |
| Employer contribution / active EE | $1,136 | $4,106-72.3% | $3,740-69.6% | $4,754-76.1% |
| Participant deferral / active EE | $1,198 | $5,456-78.0% | $4,880-75.4% | $6,712-82.1% |
| Admin fee / account holder | $1,313 | $7,885-83.3% | $6,735-80.5% | $11,409-88.5% |