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 | $8,243 | $85,171-90.3% | $172,752-95.2% | $72,975-88.7% |
| Participation rate | 51.4% | 70.1%-18.7pp | 82.6%-31.3pp | 69.5%-18.1pp |
| Annual return | 22.03% | 27.32%-5.3pp | 802.97%-780.9pp | 81.01%-59.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,974 | $3,260-39.4% | $5,198-62.0% | $3,608-45.3% |
| Admin fee / account holder | $793 | $5,880-86.5% | $13,955-94.3% | $5,124-84.5% |