Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $1,240 | $223,823-99.4% | $211,142-99.4% | $154,746-99.2% |
| Participation rate | 0.0% | 87.9%-87.9pp | 87.3%-87.3pp | 80.7%-80.7pp |
| Annual return | 2.68% | 50.39%-47.7pp | 46.84%-44.2pp | 172.34%-169.7pp |
| Employer contribution / active EE | $3,786 | $6,787-44.2% | $6,442-41.2% | $4,379-13.5% |
| Participant deferral / active EE | $5,539 | $9,750-43.2% | $9,284-40.3% | $6,730-17.7% |
| Admin fee / account holder | $20,661 | $19,707+4.8% | $19,076+8.3% | $14,365+43.8% |