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 | $7,238 | $131,835-94.5% | $108,582-93.3% | $273,972-97.4% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.6%-19.6pp | 83.0%-23.0pp |
| Annual return | -5.56% | -91.57%+86.0pp | -51.70%+46.1pp | 41.46%-47.0pp |
| Employer contribution / active EE | $310 | $4,913-93.7% | $3,758-91.8% | $4,869-93.6% |
| Participant deferral / active EE | $1,676 | $5,127-67.3% | $4,311-61.1% | $5,287-68.3% |
| Admin fee / account holder | $498 | $10,253-95.1% | $7,645-93.5% | $10,133-95.1% |