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 | $7,829 | $54,355-85.6% | $82,744-90.5% | $68,486-88.6% |
| Participation rate | 38.9% | 63.9%-25.0pp | 72.6%-33.7pp | 67.9%-29.0pp |
| Annual return | -16.32% | -13.67%-2.6pp | 702.22%-718.5pp | -7.85%-8.5pp |
| Employer contribution / active EE | $402 | $2,219-81.9% | $3,008-86.6% | $2,597-84.5% |
| Participant deferral / active EE | $1,074 | $3,246-66.9% | $4,395-75.6% | $4,028-73.3% |
| Admin fee / account holder | $7,160 | $4,397+62.8% | $5,325+34.5% | $5,404+32.5% |