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 | $18,599 | $135,645-86.3% | $110,243-83.1% | $135,379-86.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -8.28% | 513.24%-521.5pp | 314.76%-323.0pp | 519.79%-528.1pp |
| Employer contribution / active EE | $4,618 | $4,907-5.9% | $3,827+20.7% | $4,779-3.4% |
| Participant deferral / active EE | $12,631 | $5,507+129.4% | $4,672+170.3% | $5,609+125.2% |
| Admin fee / account holder | $5,782 | $11,458-49.5% | $8,548-32.4% | $10,828-46.6% |