Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $12,383 | $162,821-92.4% | $133,978-90.8% | $158,982-92.2% |
| Participation rate | 61.9% | 83.2%-21.3pp | 79.8%-17.9pp | 82.0%-20.1pp |
| Annual return | 0.00% | 41.95%-41.9pp | 45.10%-45.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $1,224 | $4,976-75.4% | $3,919-68.8% | $4,763-74.3% |
| Participant deferral / active EE | $2,809 | $5,910-52.5% | $5,047-44.3% | $5,983-53.1% |
| Admin fee / account holder | $797 | $11,742-93.2% | $8,930-91.1% | $11,252-92.9% |