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 | $23,196 | $71,872-67.7% | $86,691-73.2% | $68,495-66.1% |
| Participation rate | 39.3% | 72.2%-33.0pp | 76.6%-37.3pp | 67.9%-28.6pp |
| Annual return | -18.95% | 3.53%-22.5pp | 35.94%-54.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,798 | $3,779-52.4% | $4,656-61.4% | $4,028-55.4% |
| Admin fee / account holder | $5,014 | $6,112-18.0% | $7,492-33.1% | $5,403-7.2% |