Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $2,638 | $53,128-95.0% | $86,582-97.0% | $70,126-96.2% |
| Participation rate | 34.2% | 65.3%-31.1pp | 73.5%-39.3pp | 69.5%-35.3pp |
| Annual return | 0.00% | 27.66%-27.7pp | 965.08%-965.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $947 | $2,695-64.9% | $3,609-73.8% | $3,332-71.6% |
| Admin fee / account holder | $352 | $3,584-90.2% | $4,904-92.8% | $4,645-92.4% |