Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5,469 | $90,614-94.0% | $76,089-92.8% | $145,877-96.3% |
| Participation rate | 0.0% | 74.5%-74.5pp | 69.1%-69.1pp | 80.3%-80.3pp |
| Annual return | 3.68% | 623.80%-620.1pp | 360.94%-357.3pp | 551.28%-547.6pp |
| Employer contribution / active EE | $723 | $3,324-78.2% | $2,690-73.1% | $4,663-84.5% |
| Participant deferral / active EE | $2,944 | $5,168-43.0% | $4,259-30.9% | $6,691-56.0% |
| Admin fee / account holder | $2,516 | $8,376-70.0% | $6,418-60.8% | $13,402-81.2% |