Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $3,531 | $46,697-92.4% | $117,533-97.0% | $68,486-94.8% |
| Participation rate | 33.3% | 56.8%-23.4pp | 70.6%-37.3pp | 67.9%-34.6pp |
| Annual return | 0.00% | -14.52%+14.5pp | 29.77%-29.8pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,436 | $2,637-45.6% | $4,072-64.7% | $4,028-64.3% |
| Admin fee / account holder | $440 | $4,023-89.1% | $5,647-92.2% | $5,404-91.9% |