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 | $11,185 | $50,554-77.9% | $67,681-83.5% | $87,485-87.2% |
| Participation rate | 50.0% | 67.7%-17.7pp | 73.7%-23.7pp | 68.9%-18.9pp |
| Annual return | 12.87% | 17.81%-4.9pp | 590.58%-577.7pp | 26.06%-13.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,508 | $2,961-15.3% | $3,976-36.9% | $4,274-41.3% |
| Admin fee / account holder | $462 | $4,132-88.8% | $6,100-92.4% | $7,775-94.1% |