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 | $8,337 | $45,152-81.5% | $73,836-88.7% | $59,633-86.0% |
| Participation rate | 57.7% | 64.0%-6.3pp | 73.4%-15.7pp | 68.7%-11.0pp |
| Annual return | -0.93% | 27.40%-28.3pp | 2268.06%-2269.0pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $282 | $1,901-85.2% | $2,787-89.9% | $2,203-87.2% |
| Participant deferral / active EE | $1,377 | $2,573-46.5% | $3,583-61.6% | $3,192-56.9% |
| Admin fee / account holder | $2,274 | $3,515-35.3% | $4,882-53.4% | $4,297-47.1% |