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 | $12,120 | $48,570-75.0% | $130,660-90.7% | $72,976-83.4% |
| Participation rate | 21.4% | 58.6%-37.1pp | 71.7%-50.3pp | 69.5%-48.1pp |
| Annual return | 34.25% | 38.63%-4.4pp | 1709.29%-1675.0pp | 81.02%-46.8pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,133 | $2,384-10.5% | $3,603-40.8% | $3,608-40.9% |
| Admin fee / account holder | $409 | $3,549-88.5% | $5,463-92.5% | $5,124-92.0% |