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 | $16,747 | $45,566-63.2% | $64,105-73.9% | $59,633-71.9% |
| Participation rate | 62.0% | 60.2%+1.8pp | 68.2%-6.2pp | 68.7%-6.7pp |
| Annual return | -0.59% | 4.95%-5.5pp | 791.24%-791.8pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $311 | $934-66.7% | $1,820-82.9% | $2,203-85.9% |
| Participant deferral / active EE | $1,000 | $2,057-51.4% | $2,822-64.6% | $3,192-68.7% |
| Admin fee / account holder | $7,832 | $3,268+139.7% | $4,499+74.1% | $4,297+82.3% |