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 | $4,198 | $32,037-86.9% | $69,182-93.9% | $62,881-93.3% |
| Participation rate | 30.6% | 43.4%-12.8pp | 55.1%-24.5pp | 69.3%-38.7pp |
| Annual return | 389.64% | 15.16%+374.5pp | -21.93%+411.6pp | 20.14%+369.5pp |
| Employer contribution / active EE | $353 | $679-48.1% | $1,206-70.8% | $2,281-84.5% |
| Participant deferral / active EE | $729 | $1,185-38.5% | $1,897-61.6% | $3,203-77.3% |
| Admin fee / account holder | $734 | $2,608-71.9% | $2,697-72.8% | $4,296-82.9% |