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 | $18,840 | $138,076-86.4% | $123,553-84.8% | $135,380-86.1% |
| Participation rate | 35.0% | 84.7%-49.7pp | 82.3%-47.3pp | 82.6%-47.6pp |
| Annual return | -11.94% | 153.70%-165.6pp | 119.21%-131.1pp | 519.81%-531.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,977 | $6,800+76.1% | $6,426+86.4% | $5,609+113.5% |
| Admin fee / account holder | $3,641 | $10,917-66.7% | $9,284-60.8% | $10,828-66.4% |