Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $5,346 | $85,790-93.8% | $67,313-92.1% | $135,379-96.1% |
| Participation rate | 52.2% | 76.5%-24.3pp | 69.1%-16.9pp | 82.6%-30.5pp |
| Annual return | 0.00% | -0.54%+0.5pp | -4.08%+4.1pp | 519.79%-519.8pp |
| Employer contribution / active EE | $984 | $3,487-71.8% | $2,566-61.7% | $4,779-79.4% |
| Participant deferral / active EE | $1,299 | $4,651-72.1% | $3,568-63.6% | $5,609-76.8% |
| Admin fee / account holder | $336 | $6,392-94.7% | $4,507-92.5% | $10,828-96.9% |