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 | $1,473 | $153,769-99.0% | $133,975-98.9% | $273,972-99.5% |
| Participation rate | 28.6% | 88.4%-59.8pp | 87.1%-58.5pp | 83.0%-54.4pp |
| Annual return | -6.25% | 36.51%-42.8pp | 29.29%-35.5pp | 41.46%-47.7pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $272 | $6,958-96.1% | $6,282-95.7% | $5,287-94.9% |
| Admin fee / account holder | $4,624 | $11,765-60.7% | $9,324-50.4% | $10,133-54.4% |