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 | $427 | $29,736-98.6% | $56,033-99.2% | $80,935-99.5% |
| Participation rate | 4.3% | 41.7%-37.4pp | 52.5%-48.2pp | 67.7%-63.4pp |
| Annual return | -0.85% | 35.28%-36.1pp | 1711.38%-1712.2pp | 35.66%-36.5pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $25 | $1,228-98.0% | $1,954-98.7% | $4,299-99.4% |
| Admin fee / account holder | $2,563 | $2,434+5.3% | $2,827-9.4% | $6,924-63.0% |