Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $749 | $117,846-99.4% | $102,434-99.3% | $145,884-99.5% |
| Participation rate | 0.0% | 78.6%-78.6pp | 76.5%-76.5pp | 80.3%-80.3pp |
| Annual return | -0.82% | 31.90%-32.7pp | 29.46%-30.3pp | 551.85%-552.7pp |
| Employer contribution / active EE | $4,450 | $3,615+23.1% | $3,023+47.2% | $4,662-4.5% |
| Participant deferral / active EE | $3,740 | $5,733-34.8% | $5,055-26.0% | $6,690-44.1% |
| Admin fee / account holder | $1,462,464 | $13,356+10850.0% | $9,462+15356.2% | $13,392+10820.6% |