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 | $16,663 | $78,694-78.8% | $67,652-75.4% | $125,389-86.7% |
| Participation rate | 57.1% | 78.8%-21.7pp | 75.7%-18.5pp | 83.2%-26.0pp |
| Annual return | 0.00% | 9.46%-9.5pp | 6625.40%-6625.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,301 | $3,044-24.4% | $2,266+1.6% | $4,866-52.7% |
| Participant deferral / active EE | $8,146 | $4,292+89.8% | $3,560+128.8% | $5,352+52.2% |
| Admin fee / account holder | $1,238 | $7,403-83.3% | $4,821-74.3% | $9,541-87.0% |