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 | $16,123 | $197,819-91.8% | $155,789-89.7% | $125,389-87.1% |
| Participation rate | 53.3% | 82.1%-28.8pp | 76.1%-22.8pp | 83.2%-29.9pp |
| Annual return | -2.55% | 86.73%-89.3pp | 71.54%-74.1pp | 282.24%-284.8pp |
| Employer contribution / active EE | $1,506 | $4,850-68.9% | $3,839-60.8% | $4,866-69.0% |
| Participant deferral / active EE | $4,041 | $5,631-28.2% | $4,798-15.8% | $5,352-24.5% |
| Admin fee / account holder | $2,646 | $9,544-72.3% | $7,477-64.6% | $9,541-72.3% |