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 | $8,890 | $97,732-90.9% | $83,831-89.4% | $135,380-93.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -3.72% | 1287.56%-1291.3pp | 850.99%-854.7pp | 519.81%-523.5pp |
| Employer contribution / active EE | $1,024 | $4,222-75.7% | $3,631-71.8% | $4,779-78.6% |
| Participant deferral / active EE | $3,080 | $4,683-34.2% | $4,082-24.5% | $5,609-45.1% |
| Admin fee / account holder | $11,065 | $6,675+65.8% | $5,479+102.0% | $10,828+2.2% |