Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,421 | $167,353-93.2% | $143,797-92.1% | $134,545-91.5% |
| Participation rate | 61.5% | 84.8%-23.3pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -51.69% | 0.48%-52.2pp | -0.04%-51.6pp | 418.37%-470.1pp |
| Employer contribution / active EE | $128 | $5,620-97.7% | $4,952-97.4% | $4,742-97.3% |
| Participant deferral / active EE | $5,200 | $6,447-19.3% | $5,638-7.8% | $6,401-18.8% |
| Admin fee / account holder | $3,010 | $18,096-83.4% | $14,679-79.5% | $11,431-73.7% |