Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $3,650 | $124,187-97.1% | $108,410-96.6% | $167,518-97.8% |
| Participation rate | 40.0% | 82.3%-42.3pp | 80.1%-40.1pp | 82.1%-42.1pp |
| Annual return | 3.58% | 1379.80%-1376.2pp | 905.34%-901.8pp | 478.71%-475.1pp |
| Employer contribution / active EE | $2,173 | $4,187-48.1% | $3,558-38.9% | $4,838-55.1% |
| Participant deferral / active EE | $5,568 | $6,908-19.4% | $6,562-15.2% | $6,342-12.2% |
| Admin fee / account holder | $43,567 | $9,456+360.7% | $7,296+497.2% | $12,312+253.8% |