Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $3,779 | $45,152-91.6% | $73,836-94.9% | $59,633-93.7% |
| Participation rate | 1.1% | 64.0%-63.0pp | 73.4%-72.4pp | 68.7%-67.6pp |
| Annual return | -87.48% | 27.40%-114.9pp | 2268.06%-2355.5pp | 2041.45%-2128.9pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $94 | $2,573-96.3% | $3,583-97.4% | $3,192-97.1% |
| Admin fee / account holder | $11,549 | $3,515+228.6% | $4,882+136.6% | $4,297+168.8% |