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 | $5,187 | $70,002-92.6% | $115,038-95.5% | $52,331-90.1% |
| Participation rate | 10.3% | 72.1%-61.8pp | 81.4%-71.0pp | 68.1%-57.8pp |
| Annual return | -5.98% | 4.04%-10.0pp | 26.14%-32.1pp | 4.54%-10.5pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $520 | $4,920-89.4% | $6,026-91.4% | $3,022-82.8% |
| Admin fee / account holder | $335 | $566-40.9% | $8,175-95.9% | $592-43.4% |