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 | $4,882 | $84,685-94.2% | $73,836-93.4% | $125,389-96.1% |
| Participation rate | 69.6% | 76.8%-7.2pp | 73.4%-3.9pp | 83.2%-13.6pp |
| Annual return | -0.96% | 3123.80%-3124.8pp | 2268.06%-2269.0pp | 282.24%-283.2pp |
| Employer contribution / active EE | $388 | $3,123-87.6% | $2,787-86.1% | $4,866-92.0% |
| Participant deferral / active EE | $1,262 | $3,993-68.4% | $3,583-64.8% | $5,352-76.4% |
| Admin fee / account holder | $2,181 | $5,694-61.7% | $4,882-55.3% | $9,541-77.1% |