Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $4,007 | $93,098-95.7% | $77,081-94.8% | $134,509-97.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -12.88% | 62.63%-75.5pp | 42.33%-55.2pp | 418.13%-431.0pp |
| Employer contribution / active EE | $1,322 | $3,419-61.3% | $2,813-53.0% | $4,741-72.1% |
| Participant deferral / active EE | $1,322 | $5,239-74.8% | $4,428-70.1% | $6,400-79.3% |
| Admin fee / account holder | $4,780 | $6,945-31.2% | $5,427-11.9% | $11,427-58.2% |