Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,528 | $49,891-86.9% | $80,607-91.9% | $75,181-91.3% |
| Participation rate | 22.9% | 55.3%-32.4pp | 67.0%-44.1pp | 67.2%-44.3pp |
| Annual return | 0.00% | 34.67%-34.7pp | 936.11%-936.1pp | 160.69%-160.7pp |
| Employer contribution / active EE | $405 | $1,698-76.1% | $2,724-85.1% | $2,671-84.8% |
| Participant deferral / active EE | $1,019 | $2,991-65.9% | $4,448-77.1% | $4,126-75.3% |
| Admin fee / account holder | $309 | $3,578-91.4% | $5,379-94.3% | $5,650-94.5% |