Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $5 | $159,978-100.0% | $147,041-100.0% | $145,978-100.0% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | -167.52% | 98.36%-265.9pp | 419.21%-586.7pp | 550.52%-718.0pp |
| Employer contribution / active EE | $2,463 | $5,288-53.4% | $4,935-50.1% | $4,662-47.2% |
| Participant deferral / active EE | $10,363 | $8,429+22.9% | $8,071+28.4% | $6,690+54.9% |
| Admin fee / account holder | $22,139 | $15,053+47.1% | $13,006+70.2% | $13,400+65.2% |