Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $9,843 | $60,454-83.7% | $81,844-88.0% | $74,459-86.8% |
| Participation rate | 37.8% | 63.0%-25.1pp | 72.4%-34.5pp | 67.2%-29.4pp |
| Annual return | 11.92% | 16.87%-4.9pp | 778.87%-766.9pp | 1369.70%-1357.8pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $841 | $3,398-75.2% | $4,323-80.5% | $4,350-80.7% |
| Admin fee / account holder | $1,209 | $1,490-18.9% | $7,355-83.6% | $1,945-37.8% |