Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $3,812 | $84,518-95.5% | $67,704-94.4% | $125,389-97.0% |
| Participation rate | 58.3% | 74.8%-16.5pp | 67.5%-9.2pp | 83.2%-24.9pp |
| Annual return | 0.00% | 2.57%-2.6pp | 25.41%-25.4pp | 282.24%-282.2pp |
| Employer contribution / active EE | $671 | $3,292-79.6% | $2,559-73.8% | $4,866-86.2% |
| Participant deferral / active EE | $711 | $4,430-84.0% | $3,585-80.2% | $5,352-86.7% |
| Admin fee / account holder | $805 | $5,340-84.9% | $4,255-81.1% | $9,541-91.6% |