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 | $14,900 | $160,059-90.7% | $140,019-89.4% | $135,380-89.0% |
| Participation rate | 69.6% | 88.5%-19.0pp | 87.5%-17.9pp | 82.6%-13.1pp |
| Annual return | -7.21% | 911.48%-918.7pp | 651.17%-658.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $1,804 | $6,420-71.9% | $5,605-67.8% | $4,779-62.3% |
| Participant deferral / active EE | $3,985 | $7,641-47.8% | $6,927-42.5% | $5,609-29.0% |
| Admin fee / account holder | $2,664 | $13,328-80.0% | $10,705-75.1% | $10,828-75.4% |