Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,272 | $69,745-70.9% | $67,511-70.0% | $74,546-72.8% |
| Participation rate | 57.7% | 71.3%-13.6pp | 72.9%-15.2pp | 67.2%-9.5pp |
| Annual return | 12.54% | -40.37%+52.9pp | 3517.41%-3504.9pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $1,051 | $2,705-61.2% | $2,733-61.5% | $2,624-60.0% |
| Participant deferral / active EE | $1,545 | $3,636-57.5% | $4,000-61.4% | $4,347-64.5% |
| Admin fee / account holder | $1,371 | $894+53.4% | $3,999-65.7% | $1,944-29.4% |