Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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.)
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 | $13,312 | $75,832-82.4% | $147,618-91.0% | $59,633-77.7% |
| Participation rate | 34.5% | 71.6%-37.1pp | 84.6%-50.1pp | 68.7%-34.2pp |
| Annual return | -0.16% | 0.37%-0.5pp | 61.98%-62.1pp | 2041.40%-2041.6pp |
| Employer contribution / active EE | $534 | $3,485-84.7% | $5,565-90.4% | $2,203-75.8% |
| Participant deferral / active EE | $952 | $3,131-69.6% | $4,895-80.6% | $3,192-70.2% |
| Admin fee / account holder | $3,853 | $5,986-35.6% | $11,612-66.8% | $4,297-10.3% |