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 | $172 | $157,296-99.9% | $141,191-99.9% | $152,897-99.9% |
| Participation rate | 0.0% | 84.8%-84.8pp | 82.5%-82.5pp | 82.5%-82.5pp |
| Annual return | 8.73% | 64.34%-55.6pp | 71.41%-62.7pp | 345.43%-336.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,500 | $7,111+5.5% | $6,710+11.8% | $5,851+28.2% |
| Admin fee / account holder | $175,138 | $12,125+1344.5% | $10,264+1606.3% | $11,599+1409.9% |