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 | $12,287 | $47,977-74.4% | $154,108-92.0% | $56,289-78.2% |
| Participation rate | 38.2% | 66.2%-27.9pp | 83.0%-44.8pp | 69.9%-31.6pp |
| Annual return | -3.42% | 3.54%-7.0pp | 735.21%-738.6pp | -9.96%+6.5pp |
| Employer contribution / active EE | $405 | $2,169-81.3% | $5,298-92.3% | $2,111-80.8% |
| Participant deferral / active EE | $793 | $2,392-66.9% | $5,081-84.4% | $3,350-76.3% |
| Admin fee / account holder | $3,749 | $438+755.6% | $13,411-72.0% | $521+619.7% |