Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $5,125 | $102,635-95.0% | $86,209-94.1% | $139,456-96.3% |
| Participation rate | 64.3% | 74.5%-10.2pp | 69.0%-4.7pp | 80.3%-16.0pp |
| Annual return | -26.26% | 1923.53%-1949.8pp | 1169.05%-1195.3pp | 373.45%-399.7pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,407 | $4,677-27.2% | $3,986-14.5% | $6,711-49.2% |
| Admin fee / account holder | $1,937 | $8,661-77.6% | $6,853-71.7% | $11,407-83.0% |