Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
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 | $7,271 | $71,878-89.9% | $86,698-91.6% | $68,486-89.4% |
| Participation rate | 41.5% | 72.2%-30.7pp | 76.6%-35.1pp | 67.9%-26.4pp |
| Annual return | -37.77% | 3.53%-41.3pp | 35.95%-73.7pp | -7.85%-29.9pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,251 | $3,779-40.4% | $4,656-51.7% | $4,028-44.1% |
| Admin fee / account holder | $467 | $6,113-92.4% | $7,493-93.8% | $5,404-91.4% |