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 | $3,391 | $118,869-97.1% | $96,575-96.5% | $167,518-98.0% |
| Participation rate | 56.5% | 75.5%-19.0pp | 69.8%-13.3pp | 82.1%-25.6pp |
| Annual return | 0.00% | 50.49%-50.5pp | 37.79%-37.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $828 | $3,120-73.5% | $2,357-64.9% | $4,838-82.9% |
| Participant deferral / active EE | $1,357 | $4,616-70.6% | $3,849-64.7% | $6,342-78.6% |
| Admin fee / account holder | $371 | $8,067-95.4% | $6,182-94.0% | $12,312-97.0% |