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 | $13,979 | $138,078-89.9% | $125,363-88.8% | $134,509-89.6% |
| Participation rate | 55.6% | 84.5%-28.9pp | 82.4%-26.8pp | 81.2%-25.7pp |
| Annual return | -11.02% | 750.49%-761.5pp | 572.15%-583.2pp | 418.13%-429.2pp |
| Employer contribution / active EE | $1,464 | $5,245-72.1% | $4,815-69.6% | $4,741-69.1% |
| Participant deferral / active EE | $5,447 | $7,800-30.2% | $7,447-26.9% | $6,400-14.9% |
| Admin fee / account holder | $7,285 | $11,566-37.0% | $10,005-27.2% | $11,427-36.2% |