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 | $1,071 | $99,053-98.9% | $88,179-98.8% | $138,895-99.2% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 5.30% | 78.17%-72.9pp | 64.97%-59.7pp | 145.39%-140.1pp |
| Employer contribution / active EE | $1,781 | $2,882-38.2% | $2,549-30.1% | $4,194-57.5% |
| Participant deferral / active EE | $17,636 | $5,225+237.5% | $4,614+282.3% | $6,396+175.7% |
| Admin fee / account holder | $632,084 | $8,748+7125.1% | $7,673+8137.8% | $12,562+4931.7% |