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 | $6,501 | $48,337-86.6% | $67,560-90.4% | $80,959-92.0% |
| Participation rate | 48.1% | 66.4%-18.3pp | 72.9%-24.8pp | 67.7%-19.5pp |
| Annual return | 13.11% | 18.26%-5.1pp | 3533.50%-3520.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $963 | $2,928-67.1% | $4,004-76.0% | $4,300-77.6% |
| Admin fee / account holder | $751 | $3,695-79.7% | $3,994-81.2% | $6,925-89.2% |