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 | $4,017 | $92,743-95.7% | $82,744-95.1% | $134,532-97.0% |
| Participation rate | 58.8% | 75.2%-16.4pp | 72.6%-13.7pp | 81.2%-22.4pp |
| Annual return | -11.81% | 946.63%-958.4pp | 702.22%-714.0pp | 418.27%-430.1pp |
| Employer contribution / active EE | $695 | $3,273-78.8% | $3,008-76.9% | $4,741-85.3% |
| Participant deferral / active EE | $1,801 | $4,802-62.5% | $4,395-59.0% | $6,401-71.9% |
| Admin fee / account holder | $506 | $5,977-91.5% | $5,325-90.5% | $11,429-95.6% |