Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $224 | $180,749-99.9% | $160,784-99.9% | $137,256-99.8% |
| Participation rate | 28.6% | 80.0%-51.4pp | 77.0%-48.4pp | 80.0%-51.4pp |
| Annual return | -85.81% | 2234.46%-2320.3pp | 1803.92%-1889.7pp | 220.34%-306.2pp |
| Employer contribution / active EE | $6,308 | $4,155+51.8% | $3,733+69.0% | $4,156+51.8% |
| Participant deferral / active EE | $14,592 | $6,844+113.2% | $6,293+131.9% | $6,407+127.8% |
| Admin fee / account holder | $186,182 | $10,397+1690.8% | $9,717+1816.1% | $12,270+1417.4% |