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 | $4,888 | $97,729-95.0% | $83,830-94.2% | $135,379-96.4% |
| Participation rate | 38.5% | 80.0%-41.5pp | 76.1%-37.7pp | 82.6%-44.2pp |
| Annual return | -4.70% | 1287.52%-1292.2pp | 850.97%-855.7pp | 519.79%-524.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,485 | $4,683-68.3% | $4,082-63.6% | $5,609-73.5% |
| Admin fee / account holder | $2,591 | $6,674-61.2% | $5,479-52.7% | $10,828-76.1% |