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 | $7,907 | $99,345-92.0% | $84,753-90.7% | $273,972-97.1% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | -60.67% | 22.93%-83.6pp | 22.78%-83.4pp | 41.46%-102.1pp |
| Employer contribution / active EE | $286 | $4,214-93.2% | $3,574-92.0% | $4,869-94.1% |
| Participant deferral / active EE | $3,189 | $4,270-25.3% | $3,712-14.1% | $5,287-39.7% |
| Admin fee / account holder | $2,593 | $6,645-61.0% | $5,333-51.4% | $10,133-74.4% |