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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,641 | $90,617-96.0% | $79,476-95.4% | $135,382-97.3% |
| Participation rate | 21.4% | 76.1%-54.6pp | 73.3%-51.9pp | 82.6%-61.2pp |
| Annual return | -46.40% | 977.57%-1024.0pp | 718.21%-764.6pp | 519.77%-566.2pp |
| Employer contribution / active EE | $266 | $3,068-91.3% | $2,800-90.5% | $4,779-94.4% |
| Participant deferral / active EE | $356 | $4,050-91.2% | $3,704-90.4% | $5,609-93.7% |
| Admin fee / account holder | $644 | $5,907-89.1% | $5,113-87.4% | $10,829-94.1% |