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 | $2,616 | $73,863-96.5% | $143,797-98.2% | $68,490-96.2% |
| Participation rate | 48.2% | 66.7%-18.5pp | 80.3%-32.1pp | 67.9%-19.7pp |
| Annual return | -23.83% | 0.91%-24.7pp | -0.04%-23.8pp | -7.85%-16.0pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $997 | $3,385-70.5% | $5,638-82.3% | $4,028-75.2% |
| Admin fee / account holder | $386 | $5,756-93.3% | $14,679-97.4% | $5,403-92.9% |