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 | $5,386 | $60,139-91.0% | $90,461-94.0% | $79,856-93.3% |
| Participation rate | 58.8% | 65.0%-6.2pp | 72.7%-13.9pp | 69.6%-10.8pp |
| Annual return | 21.91% | 71.96%-50.1pp | 1294.76%-1272.9pp | 31.71%-9.8pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,085 | $2,939-63.1% | $3,964-72.6% | $3,741-71.0% |
| Admin fee / account holder | $1,083 | $3,978-72.8% | $5,617-80.7% | $5,306-79.6% |