Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $2,109 | $96,419-97.8% | $80,648-97.4% | $139,487-98.5% |
| Participation rate | 21.1% | 73.6%-52.6pp | 67.0%-46.0pp | 80.3%-59.3pp |
| Annual return | 0.00% | 1352.86%-1352.9pp | 937.21%-937.2pp | 373.84%-373.8pp |
| Employer contribution / active EE | $819 | $3,261-74.9% | $2,724-69.9% | $4,755-82.8% |
| Participant deferral / active EE | $1,128 | $5,225-78.4% | $4,443-74.6% | $6,713-83.2% |
| Admin fee / account holder | $1,489 | $6,605-77.5% | $5,382-72.3% | $11,407-86.9% |