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.
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 | $517 | $78,690-99.3% | $161,489-99.7% | $87,485-99.4% |
| Participation rate | 13.8% | 67.5%-53.7pp | 78.7%-64.9pp | 68.9%-55.1pp |
| Annual return | 11.46% | 32.74%-21.3pp | 89.72%-78.3pp | 26.06%-14.6pp |
| Employer contribution / active EE | $437 | $2,588-83.1% | $4,268-89.8% | $2,596-83.2% |
| Participant deferral / active EE | $2,611 | $3,311-21.1% | $5,630-53.6% | $4,274-38.9% |
| Admin fee / account holder | $74,456 | $6,724+1007.4% | $16,006+365.2% | $7,775+857.7% |