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 | $6,600 | $121,677-94.6% | $104,625-93.7% | $158,966-95.8% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 3.44% | 465.58%-462.1pp | 340.60%-337.2pp | 302.95%-299.5pp |
| Employer contribution / active EE | $326 | $3,165-89.7% | $2,681-87.8% | $4,762-93.2% |
| Participant deferral / active EE | $1,662 | $4,175-60.2% | $3,738-55.5% | $5,983-72.2% |
| Admin fee / account holder | $19,214 | $7,777+147.1% | $6,465+197.2% | $11,250+70.8% |