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 | $2,927 | $93,023-96.9% | $77,027-96.2% | $134,493-97.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | 0.00% | 62.61%-62.6pp | 42.32%-42.3pp | 418.01%-418.0pp |
| Employer contribution / active EE | $1,059 | $3,418-69.0% | $2,813-62.3% | $4,740-77.7% |
| Participant deferral / active EE | $1,756 | $5,238-66.5% | $4,427-60.3% | $6,400-72.6% |
| Admin fee / account holder | $1,103 | $6,944-84.1% | $5,425-79.7% | $11,425-90.4% |