Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,960 | $48,364-91.8% | $71,796-94.5% | $62,881-93.7% |
| Participation rate | 54.8% | 60.6%-5.8pp | 69.1%-14.3pp | 69.3%-14.5pp |
| Annual return | -17.67% | 13.16%-30.8pp | 78.04%-95.7pp | 20.14%-37.8pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,507 | $2,091-27.9% | $2,794-46.1% | $3,203-52.9% |
| Admin fee / account holder | $545 | $3,771-85.5% | $4,815-88.7% | $4,296-87.3% |