Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,584 | $115,810-93.5% | $101,271-92.5% | $158,966-95.2% |
| Participation rate | 43.8% | 79.4%-35.6pp | 75.8%-32.1pp | 82.0%-38.2pp |
| Annual return | 0.00% | 56.15%-56.2pp | 46.48%-46.5pp | 302.95%-302.9pp |
| Employer contribution / active EE | $995 | $4,175-76.2% | $3,660-72.8% | $4,762-79.1% |
| Participant deferral / active EE | $2,045 | $4,958-58.8% | $4,371-53.2% | $5,983-65.8% |
| Admin fee / account holder | $574 | $7,248-92.1% | $5,948-90.4% | $11,250-94.9% |