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 | $3,133 | $48,364-93.5% | $71,796-95.6% | $62,881-95.0% |
| Participation rate | 44.7% | 60.6%-15.9pp | 69.1%-24.4pp | 69.3%-24.6pp |
| Annual return | 11.52% | 13.16%-1.6pp | 78.04%-66.5pp | 20.14%-8.6pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,059 | $2,091-49.4% | $2,794-62.1% | $3,203-66.9% |
| Admin fee / account holder | $652 | $3,771-82.7% | $4,815-86.5% | $4,296-84.8% |