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 | $4,060 | $106,974-96.2% | $90,796-95.5% | $138,895-97.1% |
| Participation rate | 40.0% | 74.9%-34.9pp | 69.5%-29.5pp | 79.9%-39.9pp |
| Annual return | 15.68% | 20.10%-4.4pp | 19.29%-3.6pp | 145.39%-129.7pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $847 | $4,455-81.0% | $3,822-77.8% | $6,396-86.8% |
| Admin fee / account holder | $2,110 | $8,626-75.5% | $7,024-70.0% | $12,562-83.2% |