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.
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 | $4,237 | $73,848-94.3% | $143,799-97.1% | $68,486-93.8% |
| Participation rate | 48.8% | 66.7%-17.9pp | 80.3%-31.5pp | 67.9%-19.1pp |
| Annual return | -25.90% | 0.91%-26.8pp | -0.04%-25.9pp | -7.85%-18.0pp |
| Employer contribution / active EE | $488 | $3,184-84.7% | $4,952-90.1% | $2,597-81.2% |
| Participant deferral / active EE | $714 | $3,385-78.9% | $5,638-87.3% | $4,028-82.3% |
| Admin fee / account holder | $1,559 | $5,755-72.9% | $14,677-89.4% | $5,404-71.1% |