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 | $9,937 | $180,749-94.5% | $160,784-93.8% | $137,256-92.8% |
| Participation rate | 14.3% | 80.0%-65.7pp | 77.0%-62.7pp | 80.0%-65.7pp |
| Annual return | 0.39% | 2234.46%-2234.1pp | 1803.92%-1803.5pp | 220.34%-219.9pp |
| Employer contribution / active EE | $3,561 | $4,155-14.3% | $3,733-4.6% | $4,156-14.3% |
| Participant deferral / active EE | $11,078 | $6,844+61.9% | $6,293+76.0% | $6,407+72.9% |
| Admin fee / account holder | $34,460 | $10,397+231.4% | $9,717+254.6% | $12,270+180.8% |