Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $2,012 | $112,933-98.2% | $90,970-97.8% | $158,982-98.7% |
| Participation rate | 68.4% | 74.7%-6.3pp | 69.0%-0.6pp | 82.0%-13.5pp |
| Annual return | -62.53% | 215.82%-278.4pp | 134.60%-197.1pp | 302.99%-365.5pp |
| Employer contribution / active EE | $345 | $2,893-88.1% | $2,122-83.7% | $4,763-92.8% |
| Participant deferral / active EE | $1,588 | $4,128-61.5% | $3,373-52.9% | $5,983-73.5% |
| Admin fee / account holder | $1,177 | $8,047-85.4% | $5,961-80.3% | $11,252-89.5% |