Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $2,902 | $37,446-92.3% | $77,513-96.3% | $79,852-96.4% |
| Participation rate | 18.5% | 41.5%-23.1pp | 54.2%-35.7pp | 69.6%-51.2pp |
| Annual return | 95.23% | 39.76%+55.5pp | 54.81%+40.4pp | 31.72%+63.5pp |
| Employer contribution / active EE | $0 | $637-100.0% | $987-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $949 | $1,261-24.7% | $1,861-49.0% | $3,740-74.6% |
| Admin fee / account holder | $355 | $2,506-85.9% | $2,859-87.6% | $5,306-93.3% |