Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $9,690 | $80,812-88.0% | $160,784-94.0% | $82,448-88.2% |
| Participation rate | 37.5% | 66.2%-28.7pp | 77.0%-39.5pp | 68.1%-30.6pp |
| Annual return | -4.71% | 100.59%-105.3pp | 1803.92%-1808.6pp | 41.64%-46.4pp |
| Employer contribution / active EE | $883 | $2,174-59.4% | $3,733-76.3% | $2,551-65.4% |
| Participant deferral / active EE | $347 | $4,335-92.0% | $6,293-94.5% | $4,139-91.6% |
| Admin fee / account holder | $4,771 | $7,695-38.0% | $9,717-50.9% | $7,234-34.0% |