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 | $4,518 | $30,732-85.3% | $59,496-92.4% | $59,633-92.4% |
| Participation rate | 52.8% | 43.2%+9.6pp | 54.6%-1.8pp | 68.7%-15.9pp |
| Annual return | -0.98% | 4.47%-5.4pp | 182.05%-183.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $302 | $631-52.1% | $1,153-73.8% | $2,203-86.3% |
| Participant deferral / active EE | $930 | $1,183-21.3% | $1,829-49.1% | $3,192-70.8% |
| Admin fee / account holder | $1,222 | $2,136-42.8% | $2,232-45.2% | $4,297-71.5% |