Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.)
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 | $5,334 | $63,082-91.5% | $81,716-93.5% | $79,852-93.3% |
| Participation rate | 14.5% | 67.5%-53.1pp | 72.0%-57.5pp | 69.6%-55.2pp |
| Annual return | -1.05% | 22.66%-23.7pp | 29.49%-30.5pp | 31.72%-32.8pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $309 | $2,780-88.9% | $7,108-95.7% | $3,740-91.7% |
| Admin fee / account holder | $814 | $4,428-81.6% | $5,159-84.2% | $5,306-84.7% |