Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $4,512 | $92,766-95.1% | $82,763-94.5% | $134,545-96.6% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -14.54% | 946.97%-961.5pp | 702.45%-717.0pp | 418.37%-432.9pp |
| Employer contribution / active EE | $3,483 | $3,273+6.4% | $3,008+15.8% | $4,742-26.5% |
| Participant deferral / active EE | $9,000 | $4,802+87.4% | $4,395+104.8% | $6,401+40.6% |
| Admin fee / account holder | $3,990 | $5,978-33.3% | $5,325-25.1% | $11,431-65.1% |