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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $123 | $181,062-99.9% | $158,223-99.9% | $155,188-99.9% |
| Participation rate | 0.0% | 82.7%-82.7pp | 79.2%-79.2pp | 80.8%-80.8pp |
| Annual return | 0.49% | 57.39%-56.9pp | 52.09%-51.6pp | 148.84%-148.4pp |
| Employer contribution / active EE | $1,680 | $4,565-63.2% | $4,109-59.1% | $4,248-60.4% |
| Participant deferral / active EE | $1,680 | $6,134-72.6% | $5,467-69.3% | $6,531-74.3% |
| Admin fee / account holder | $66,862 | $18,825+255.2% | $16,047+316.7% | $14,480+361.8% |