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 | $5,059 | $85,171-94.1% | $172,753-97.1% | $72,976-93.1% |
| Participation rate | 47.5% | 70.1%-22.6pp | 82.6%-35.1pp | 69.5%-22.0pp |
| Annual return | 0.00% | 27.32%-27.3pp | 803.00%-803.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,113 | $3,324-66.5% | $5,144-78.4% | $2,440-54.4% |
| Participant deferral / active EE | $1,620 | $3,260-50.3% | $5,198-68.8% | $3,608-55.1% |
| Admin fee / account holder | $419 | $5,880-92.9% | $13,956-97.0% | $5,124-91.8% |