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.
Employer 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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,951 | $49,025-77.7% | $87,502-87.5% | $62,881-82.6% |
| Participation rate | 51.1% | 64.9%-13.8pp | 73.8%-22.8pp | 69.3%-18.2pp |
| Annual return | -87.55% | 10.02%-97.6pp | 12.21%-99.8pp | 20.14%-107.7pp |
| Employer contribution / active EE | $50 | $1,372-96.4% | $2,550-98.0% | $2,281-97.8% |
| Participant deferral / active EE | $938 | $2,289-59.0% | $3,149-70.2% | $3,203-70.7% |
| Admin fee / account holder | $3,083 | $4,065-24.2% | $4,221-26.9% | $4,296-28.2% |