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.
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 | $4,556 | $88,707-94.9% | $74,184-93.9% | $273,972-98.3% |
| Participation rate | 47.4% | 79.4%-32.1pp | 76.6%-29.3pp | 83.0%-35.6pp |
| Annual return | -0.74% | 11.94%-12.7pp | 17.74%-18.5pp | 41.46%-42.2pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $445 | $4,212-89.4% | $3,550-87.5% | $5,287-91.6% |
| Admin fee / account holder | $7,684 | $8,717-11.8% | $5,586+37.6% | $10,133-24.2% |