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 | $17,297 | $45,566-62.0% | $64,105-73.0% | $59,633-71.0% |
| Participation rate | 36.0% | 60.2%-24.2pp | 68.2%-32.2pp | 68.7%-32.7pp |
| Annual return | -2.62% | 4.95%-7.6pp | 791.24%-793.9pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $960 | $2,057-53.3% | $2,822-66.0% | $3,192-69.9% |
| Admin fee / account holder | $2,066 | $3,268-36.8% | $4,499-54.1% | $4,297-51.9% |