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 | $14,314 | $39,162-63.4% | $100,671-85.8% | $59,633-76.0% |
| Participation rate | 0.0% | 55.9%-55.9pp | 70.7%-70.7pp | 68.7%-68.7pp |
| Annual return | -3.98% | 21.07%-25.0pp | 20.43%-24.4pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $374 | $1,151-67.5% | $4,012-90.7% | $2,203-83.0% |
| Participant deferral / active EE | $900 | $1,992-54.8% | $3,144-71.4% | $3,192-71.8% |
| Admin fee / account holder | $1,394 | $2,969-53.1% | $4,850-71.3% | $4,297-67.6% |