Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $11,989 | $75,962-84.2% | $154,111-92.2% | $64,173-81.3% |
| Participation rate | 56.7% | 70.4%-13.7pp | 83.0%-26.3pp | 69.6%-12.9pp |
| Annual return | -7.77% | 30.32%-38.1pp | 735.18%-743.0pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,174 | $3,350-64.9% | $5,298-77.8% | $2,381-50.7% |
| Participant deferral / active EE | $1,783 | $3,175-43.8% | $5,081-64.9% | $3,470-48.6% |
| Admin fee / account holder | $1,335 | $5,589-76.1% | $13,411-90.0% | $4,887-72.7% |