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 | $3,838 | $47,944-92.0% | $67,834-94.3% | $62,881-93.9% |
| Participation rate | 44.0% | 61.1%-17.1pp | 68.8%-24.8pp | 69.3%-25.3pp |
| Annual return | 12.02% | 11.77%+0.3pp | 138.47%-126.5pp | 20.14%-8.1pp |
| Employer contribution / active EE | $0 | $1,562-100.0% | $2,403-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,295 | $2,247-42.3% | $3,160-59.0% | $3,203-59.6% |
| Admin fee / account holder | $567 | $3,712-84.7% | $4,622-87.7% | $4,296-86.8% |