Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $3,895 | $104,116-96.3% | $71,089-94.5% | $135,380-97.1% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.6%-21.3pp | 82.6%-49.3pp |
| Annual return | -116.42% | 1256.51%-1372.9pp | 650.65%-767.1pp | 519.81%-636.2pp |
| Employer contribution / active EE | $730 | $1,485-50.8% | $1,088-32.9% | $4,779-84.7% |
| Participant deferral / active EE | $992 | $2,524-60.7% | $1,873-47.0% | $5,609-82.3% |
| Admin fee / account holder | $327 | $4,142-92.1% | $3,082-89.4% | $10,828-97.0% |