Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,571 | $44,850-72.0% | $60,547-79.2% | $59,633-78.9% |
| Participation rate | 60.0% | 59.5%+0.5pp | 68.0%-8.0pp | 68.7%-8.7pp |
| Annual return | -1.10% | 1074.14%-1075.2pp | 335.64%-336.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,304 | $2,230-41.5% | $3,328-60.8% | $3,192-59.2% |
| Admin fee / account holder | $426 | $3,635-88.3% | $4,536-90.6% | $4,297-90.1% |