Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $5,062 | $62,583-91.9% | $76,767-93.4% | $64,173-92.1% |
| Participation rate | 61.3% | 72.8%-11.5pp | 77.0%-15.7pp | 69.6%-8.3pp |
| Annual return | -8.49% | -1.95%-6.5pp | 2.43%-10.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $264 | $1,832-85.6% | $2,485-89.4% | $2,381-88.9% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,533 | $4,667-45.7% | $6,675-62.0% | $4,887-48.2% |