Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $3,174 | $73,863-95.7% | $143,797-97.8% | $68,490-95.4% |
| Participation rate | 21.3% | 66.7%-45.4pp | 80.3%-59.0pp | 67.9%-46.6pp |
| Annual return | -30.67% | 0.91%-31.6pp | -0.04%-30.6pp | -7.85%-22.8pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,089 | $3,385-67.8% | $5,638-80.7% | $4,028-73.0% |
| Admin fee / account holder | $3,828 | $5,756-33.5% | $14,679-73.9% | $5,403-29.2% |