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 | $6,719 | $61,789-89.1% | $97,167-93.1% | $80,874-91.7% |
| Participation rate | 24.2% | 63.5%-39.2pp | 72.7%-48.4pp | 67.6%-43.4pp |
| Annual return | 24.34% | -557.90%+582.2pp | 75.27%-50.9pp | 35.62%-11.3pp |
| Employer contribution / active EE | $644 | $1,837-65.0% | $2,729-76.4% | $2,756-76.6% |
| Participant deferral / active EE | $1,103 | $3,028-63.6% | $4,264-74.1% | $4,297-74.3% |
| Admin fee / account holder | $538 | $5,168-89.6% | $5,650-90.5% | $6,935-92.2% |