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 | $17,967 | $211,946-91.5% | $169,452-89.4% | $135,382-86.7% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | 0.00% | 3.26%-3.3pp | 1.83%-1.8pp | 519.77%-519.8pp |
| Employer contribution / active EE | $3,572 | $5,117-30.2% | $4,157-14.1% | $4,779-25.2% |
| Participant deferral / active EE | $12,565 | $6,075+106.8% | $5,277+138.1% | $5,609+124.0% |
| Admin fee / account holder | $4,363 | $11,472-62.0% | $9,110-52.1% | $10,829-59.7% |