Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,123 | $89,367-84.2% | $141,191-90.0% | $72,975-80.6% |
| Participation rate | 49.3% | 75.1%-25.9pp | 82.5%-33.2pp | 69.5%-20.2pp |
| Annual return | 0.00% | 111.87%-111.9pp | 71.41%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,324 | $3,115-57.5% | $4,736-72.0% | $2,440-45.7% |
| Participant deferral / active EE | $2,457 | $5,419-54.7% | $6,710-63.4% | $3,608-31.9% |
| Admin fee / account holder | $378 | $5,957-93.7% | $10,264-96.3% | $5,124-92.6% |