Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14,901 | $94,529-84.2% | $140,019-89.4% | $64,173-76.8% |
| Participation rate | 55.6% | 84.1%-28.5pp | 87.5%-31.9pp | 69.6%-14.0pp |
| Annual return | -6.54% | 7.77%-14.3pp | 651.15%-657.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,136 | $3,812-70.2% | $5,605-79.7% | $2,381-52.3% |
| Participant deferral / active EE | $2,117 | $5,250-59.7% | $6,927-69.4% | $3,470-39.0% |
| Admin fee / account holder | $2,333 | $6,741-65.4% | $10,705-78.2% | $4,887-52.3% |