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.
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 | $17,913 | $81,870-78.1% | $119,622-85.0% | $68,486-73.8% |
| Participation rate | 46.6% | 71.9%-25.3pp | 79.3%-32.7pp | 67.9%-21.3pp |
| Annual return | -19.59% | -23.82%+4.2pp | -14.98%-4.6pp | -7.85%-11.7pp |
| Employer contribution / active EE | $846 | $2,692-68.6% | $4,232-80.0% | $2,597-67.4% |
| Participant deferral / active EE | $1,754 | $4,148-57.7% | $5,601-68.7% | $4,028-56.4% |
| Admin fee / account holder | $373 | $6,583-94.3% | $10,328-96.4% | $5,404-93.1% |