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 | $5,025 | $223,823-97.8% | $211,142-97.6% | $154,746-96.8% |
| Participation rate | 0.0% | 87.9%-87.9pp | 87.3%-87.3pp | 80.7%-80.7pp |
| Annual return | -27.49% | 50.39%-77.9pp | 46.84%-74.3pp | 172.34%-199.8pp |
| Employer contribution / active EE | $17,006 | $6,787+150.6% | $6,442+164.0% | $4,379+288.4% |
| Participant deferral / active EE | $61,809 | $9,750+533.9% | $9,284+565.8% | $6,730+818.4% |
| Admin fee / account holder | $319,438 | $19,707+1520.9% | $19,076+1574.6% | $14,365+2123.7% |