Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $2,414 | $82,288-97.1% | $68,794-96.5% | $134,509-98.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | 0.00% | -2.19%+2.2pp | -6.37%+6.4pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,915 | $3,301-42.0% | $2,656-27.9% | $4,741-59.6% |
| Participant deferral / active EE | $2,348 | $4,738-50.5% | $3,941-40.4% | $6,400-63.3% |
| Admin fee / account holder | $6,220 | $6,482-4.0% | $4,934+26.0% | $11,427-45.6% |