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 | $1,250 | $68,097-98.2% | $62,929-98.0% | $137,256-99.1% |
| Participation rate | 42.9% | 77.4%-34.6pp | 73.1%-30.3pp | 80.0%-37.1pp |
| Annual return | 26.98% | 1859.11%-1832.1pp | 1063.93%-1036.9pp | 220.34%-193.4pp |
| Employer contribution / active EE | $398 | $2,811-85.8% | $2,505-84.1% | $4,156-90.4% |
| Participant deferral / active EE | $573 | $4,553-87.4% | $3,888-85.3% | $6,407-91.1% |
| Admin fee / account holder | $3,340 | $6,521-48.8% | $5,065-34.1% | $12,270-72.8% |