Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $23,164 | $104,479-77.8% | $159,474-85.5% | $79,391-70.8% |
| Participation rate | 46.7% | 76.6%-29.9pp | 82.8%-36.1pp | 70.7%-24.0pp |
| Annual return | 102.22% | 67.98%+34.2pp | 263.68%-161.5pp | 116.88%-14.7pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,831-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $3,983 | $6,468-38.4% | $7,353-45.8% | $4,046-1.6% |
| Admin fee / account holder | $1,628 | $711+128.8% | $10,802-84.9% | $627+159.8% |