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 | $123 | $174,379-99.9% | $152,093-99.9% | $138,895-99.9% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.8%-77.8pp | 79.9%-79.9pp |
| Annual return | 0.49% | 74.86%-74.4pp | 66.36%-65.9pp | 145.39%-144.9pp |
| Employer contribution / active EE | $1,680 | $4,652-63.9% | $4,175-59.8% | $4,194-59.9% |
| Participant deferral / active EE | $1,680 | $6,159-72.7% | $5,451-69.2% | $6,396-73.7% |
| Admin fee / account holder | $66,862 | $16,880+296.1% | $14,497+361.2% | $12,562+432.2% |