Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,539 | $90,606-91.7% | $79,466-90.5% | $135,379-94.4% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -16.06% | 977.69%-993.8pp | 718.28%-734.3pp | 519.79%-535.8pp |
| Employer contribution / active EE | $993 | $3,068-67.6% | $2,800-64.5% | $4,779-79.2% |
| Participant deferral / active EE | $1,995 | $4,050-50.7% | $3,704-46.1% | $5,609-64.4% |
| Admin fee / account holder | $507 | $5,895-91.4% | $5,104-90.1% | $10,828-95.3% |