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 | $491 | $99,053-99.5% | $88,179-99.4% | $138,895-99.6% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.1%-69.1pp | 79.9%-79.9pp |
| Annual return | -1.29% | 78.17%-79.5pp | 64.97%-66.3pp | 145.39%-146.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,549-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $899 | $5,225-82.8% | $4,614-80.5% | $6,396-86.0% |
| Admin fee / account holder | $39,634 | $8,748+353.0% | $7,673+416.5% | $12,562+215.5% |