Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $6,178 | $109,905-94.4% | $98,506-93.7% | $167,553-96.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | -30.05% | 1960.20%-1990.3pp | 1494.92%-1525.0pp | 478.89%-508.9pp |
| Employer contribution / active EE | $1,214 | $3,226-62.4% | $2,961-59.0% | $4,840-74.9% |
| Participant deferral / active EE | $1,826 | $4,674-60.9% | $4,277-57.3% | $6,343-71.2% |
| Admin fee / account holder | $659 | $6,760-90.3% | $5,955-88.9% | $12,316-94.7% |