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 | $5,624 | $45,152-87.5% | $73,835-92.4% | $59,633-90.6% |
| Participation rate | 58.6% | 64.0%-5.4pp | 73.4%-14.8pp | 68.7%-10.1pp |
| Annual return | -2.18% | 27.40%-29.6pp | 2268.13%-2270.3pp | 2041.40%-2043.6pp |
| Employer contribution / active EE | $716 | $1,901-62.3% | $2,788-74.3% | $2,203-67.5% |
| Participant deferral / active EE | $762 | $2,573-70.4% | $3,583-78.7% | $3,192-76.1% |
| Admin fee / account holder | $1,767 | $3,515-49.7% | $4,880-63.8% | $4,297-58.9% |