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.
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 | $11,242 | $45,041-75.0% | $63,003-82.2% | $70,131-84.0% |
| Participation rate | 0.0% | 69.5%-69.5pp | 74.8%-74.8pp | 69.5%-69.5pp |
| Annual return | 11.20% | 18.76%-7.6pp | 87.59%-76.4pp | 73.14%-61.9pp |
| Employer contribution / active EE | $753 | $2,052-63.3% | $2,760-72.7% | $2,342-67.9% |
| Participant deferral / active EE | $2,104 | $2,465-14.6% | $3,329-36.8% | $3,332-36.8% |
| Admin fee / account holder | $1,951 | $2,836-31.2% | $3,600-45.8% | $4,645-58.0% |