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 | $386 | $102,609-99.6% | $98,090-99.6% | $138,895-99.7% |
| Participation rate | 0.0% | 82.8%-82.8pp | 81.5%-81.5pp | 79.9%-79.9pp |
| Annual return | 11.77% | 36.44%-24.7pp | 37.05%-25.3pp | 145.39%-133.6pp |
| Employer contribution / active EE | $421 | $3,867-89.1% | $3,606-88.3% | $4,194-90.0% |
| Participant deferral / active EE | $9,683 | $8,167+18.6% | $7,845+23.4% | $6,396+51.4% |
| Admin fee / account holder | $323,640 | $11,434+2730.5% | $11,815+2639.2% | $12,562+2476.3% |