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 | $11,446 | $45,152-74.7% | $73,835-84.5% | $59,633-80.8% |
| Participation rate | 54.1% | 64.0%-10.0pp | 73.4%-19.4pp | 68.7%-14.6pp |
| Annual return | -2.54% | 27.40%-29.9pp | 2268.13%-2270.7pp | 2041.40%-2043.9pp |
| Employer contribution / active EE | $581 | $1,901-69.4% | $2,788-79.1% | $2,203-73.6% |
| Participant deferral / active EE | $956 | $2,573-62.8% | $3,583-73.3% | $3,192-70.0% |
| Admin fee / account holder | $1,981 | $3,515-43.6% | $4,880-59.4% | $4,297-53.9% |