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.
Employer 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 | $4,575 | $99,644-95.4% | $86,438-94.7% | $134,532-96.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -37.62% | 6787.26%-6824.9pp | 4397.19%-4434.8pp | 418.27%-455.9pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $11,180 | $7,247+54.3% | $6,952+60.8% | $6,401+74.7% |
| Admin fee / account holder | $4,203 | $8,375-49.8% | $6,733-37.6% | $11,429-63.2% |