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.)
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 | $10,709 | $82,630-87.0% | $64,105-83.3% | $125,388-91.5% |
| Participation rate | 61.9% | 75.9%-13.9pp | 68.2%-6.3pp | 83.2%-21.3pp |
| Annual return | -0.48% | 1489.72%-1490.2pp | 791.24%-791.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $699 | $2,671-73.8% | $1,820-61.6% | $4,866-85.6% |
| Participant deferral / active EE | $910 | $3,608-74.8% | $2,822-67.8% | $5,352-83.0% |
| Admin fee / account holder | $1,226 | $6,382-80.8% | $4,499-72.8% | $9,541-87.2% |