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 | $10,892 | $39,798-72.6% | $67,704-83.9% | $59,633-81.7% |
| Participation rate | 51.7% | 57.4%-5.7pp | 67.5%-15.9pp | 68.7%-17.0pp |
| Annual return | -0.84% | 89.94%-90.8pp | 25.41%-26.3pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $346 | $1,393-75.2% | $2,559-86.5% | $2,203-84.3% |
| Participant deferral / active EE | $2,166 | $2,335-7.2% | $3,585-39.6% | $3,192-32.1% |
| Admin fee / account holder | $1,033 | $3,212-67.8% | $4,255-75.7% | $4,297-76.0% |