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.
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 | $11,417 | $75,962-85.0% | $154,108-92.6% | $64,173-82.2% |
| Participation rate | 36.7% | 70.4%-33.7pp | 83.0%-46.4pp | 69.6%-32.9pp |
| Annual return | -8.71% | 30.32%-39.0pp | 735.21%-743.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,511 | $3,175-52.4% | $5,081-70.3% | $3,470-56.4% |
| Admin fee / account holder | $7,697 | $5,589+37.7% | $13,411-42.6% | $4,887+57.5% |