Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $726 | $28,624-97.5% | $53,647-98.6% | $82,637-99.1% |
| Participation rate | 3.7% | 47.3%-43.6pp | 56.3%-52.6pp | 68.1%-64.4pp |
| Annual return | 12.75% | 664.98%-652.2pp | 358.33%-345.6pp | 53.51%-40.8pp |
| Employer contribution / active EE | $155 | $637-75.7% | $962-83.9% | $2,552-93.9% |
| Participant deferral / active EE | $307 | $1,196-74.3% | $1,813-83.0% | $4,126-92.5% |
| Admin fee / account holder | $30,347 | $2,022+1401.1% | $2,460+1133.7% | $7,339+313.5% |