Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $9,288 | $100,811-90.8% | $86,698-89.3% | $134,545-93.1% |
| Participation rate | 35.0% | 79.0%-44.0pp | 76.6%-41.6pp | 81.2%-46.2pp |
| Annual return | -29.75% | 29.11%-58.9pp | 35.96%-65.7pp | 418.37%-448.1pp |
| Employer contribution / active EE | $749 | $3,490-78.5% | $2,837-73.6% | $4,742-84.2% |
| Participant deferral / active EE | $1,066 | $5,339-80.0% | $4,656-77.1% | $6,401-83.3% |
| Admin fee / account holder | $808 | $10,926-92.6% | $7,492-89.2% | $11,431-92.9% |