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 | $17,216 | $82,630-79.2% | $64,105-73.1% | $125,389-86.3% |
| Participation rate | 34.8% | 75.9%-41.1pp | 68.2%-33.4pp | 83.2%-48.4pp |
| Annual return | 1.47% | 1489.72%-1488.2pp | 791.24%-789.8pp | 282.24%-280.8pp |
| Employer contribution / active EE | $335 | $2,671-87.5% | $1,820-81.6% | $4,866-93.1% |
| Participant deferral / active EE | $255 | $3,608-92.9% | $2,822-91.0% | $5,352-95.2% |
| Admin fee / account holder | $783 | $6,382-87.7% | $4,499-82.6% | $9,541-91.8% |