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 | $10,415 | $45,566-77.1% | $64,105-83.8% | $59,633-82.5% |
| Participation rate | 47.8% | 60.2%-12.3pp | 68.2%-20.3pp | 68.7%-20.8pp |
| Annual return | -1.83% | 4.95%-6.8pp | 791.24%-793.1pp | 2041.40%-2043.2pp |
| Employer contribution / active EE | $944 | $934+1.0% | $1,820-48.1% | $2,203-57.2% |
| Participant deferral / active EE | $2,313 | $2,057+12.5% | $2,822-18.0% | $3,192-27.5% |
| Admin fee / account holder | $2,806 | $3,268-14.1% | $4,499-37.6% | $4,297-34.7% |