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 | $6,681 | $71,197-90.6% | $93,669-92.9% | $80,925-91.7% |
| Participation rate | 44.8% | 60.4%-15.6pp | 68.7%-23.9pp | 67.7%-22.8pp |
| Annual return | 14.40% | 11.27%+3.1pp | 133.59%-119.2pp | 35.65%-21.3pp |
| Employer contribution / active EE | $715 | $1,565-54.3% | $2,424-70.5% | $2,756-74.1% |
| Participant deferral / active EE | $1,195 | $4,036-70.4% | $4,416-72.9% | $4,299-72.2% |
| Admin fee / account holder | $1,493 | $6,959-78.5% | $8,291-82.0% | $6,940-78.5% |