Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $5,974 | $93,098-93.6% | $77,081-92.3% | $134,509-95.6% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -20.82% | 62.63%-83.5pp | 42.33%-63.1pp | 418.13%-439.0pp |
| Employer contribution / active EE | $617 | $3,419-82.0% | $2,813-78.1% | $4,741-87.0% |
| Participant deferral / active EE | $992 | $5,239-81.1% | $4,428-77.6% | $6,400-84.5% |
| Admin fee / account holder | $868 | $6,945-87.5% | $5,427-84.0% | $11,427-92.4% |