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 | $3,950 | $114,119-96.5% | $107,187-96.3% | $138,895-97.2% |
| Participation rate | 0.0% | 78.1%-78.1pp | 75.0%-75.0pp | 79.9%-79.9pp |
| Annual return | -0.20% | 273.21%-273.4pp | 204.55%-204.7pp | 145.39%-145.6pp |
| Employer contribution / active EE | $4,007 | $4,059-1.3% | $3,782+5.9% | $4,194-4.5% |
| Participant deferral / active EE | $18,700 | $5,538+237.7% | $5,096+267.0% | $6,396+192.4% |
| Admin fee / account holder | $1,446,398 | $10,024+14329.8% | $9,162+15686.4% | $12,562+11413.9% |