Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $14 | $88,778-100.0% | $81,844-100.0% | $145,884-100.0% |
| Participation rate | 16.7% | 75.1%-58.4pp | 72.4%-55.7pp | 80.3%-63.6pp |
| Annual return | -88.89% | 1033.03%-1121.9pp | 778.87%-867.8pp | 551.85%-640.7pp |
| Employer contribution / active EE | $1,386 | $3,087-55.1% | $2,916-52.5% | $4,662-70.3% |
| Participant deferral / active EE | $11,133 | $4,648+139.5% | $4,323+157.5% | $6,690+66.4% |
| Admin fee / account holder | $323,943 | $8,430+3742.7% | $7,355+4304.1% | $13,392+2319.0% |