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 | $12,037 | $75,832-84.1% | $147,617-91.8% | $59,633-79.8% |
| Participation rate | 48.0% | 71.6%-23.6pp | 84.6%-36.6pp | 68.7%-20.7pp |
| Annual return | -2.40% | 0.37%-2.8pp | 61.98%-64.4pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $501 | $3,485-85.6% | $5,564-91.0% | $2,203-77.3% |
| Participant deferral / active EE | $952 | $3,131-69.6% | $4,895-80.6% | $3,192-70.2% |
| Admin fee / account holder | $5,081 | $5,986-15.1% | $11,612-56.2% | $4,297+18.3% |