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 | $13,715 | $138,076-90.1% | $123,553-88.9% | $135,380-89.9% |
| Participation rate | 56.5% | 84.7%-28.2pp | 82.3%-25.8pp | 82.6%-26.1pp |
| Annual return | -7.12% | 153.70%-160.8pp | 119.21%-126.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $1,341 | $5,152-74.0% | $4,628-71.0% | $4,779-71.9% |
| Participant deferral / active EE | $3,301 | $6,800-51.4% | $6,426-48.6% | $5,609-41.1% |
| Admin fee / account holder | $1,599 | $10,917-85.3% | $9,284-82.8% | $10,828-85.2% |