Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $11,795 | $138,114-91.5% | $125,391-90.6% | $134,545-91.2% |
| Participation rate | 28.6% | 84.5%-55.9pp | 82.4%-53.8pp | 81.2%-52.7pp |
| Annual return | -13.81% | 750.88%-764.7pp | 572.41%-586.2pp | 418.37%-432.2pp |
| Employer contribution / active EE | $1,217 | $5,246-76.8% | $4,816-74.7% | $4,742-74.3% |
| Participant deferral / active EE | $2,652 | $7,801-66.0% | $7,448-64.4% | $6,401-58.6% |
| Admin fee / account holder | $14,637 | $11,570+26.5% | $10,009+46.2% | $11,431+28.0% |