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.
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 | $2,661 | $48,300-94.5% | $40,145,923-100.0% | $62,881-95.8% |
| Participation rate | 69.2% | 62.0%+7.2pp | 68.4%+0.8pp | 69.3%-0.1pp |
| Annual return | -71.49% | 6.95%-78.4pp | 5.24%-76.7pp | 20.14%-91.6pp |
| Employer contribution / active EE | $0 | $1,333-100.0% | $1,844-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,986 | $2,388-16.8% | $2,591-23.3% | $3,203-38.0% |
| Admin fee / account holder | $1,491 | $2,919-48.9% | $2,903-48.6% | $4,296-65.3% |