Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,516 | $65,555-93.1% | $86,216-94.8% | $75,173-94.0% |
| Participation rate | 59.5% | 60.5%-1.0pp | 69.0%-9.4pp | 67.2%-7.7pp |
| Annual return | 0.00% | 46.07%-46.1pp | 1169.42%-1169.4pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,009 | $1,553-35.0% | $2,382-57.6% | $2,671-62.2% |
| Participant deferral / active EE | $1,684 | $3,023-44.3% | $3,986-57.8% | $4,126-59.2% |
| Admin fee / account holder | $428 | $5,469-92.2% | $6,853-93.8% | $5,651-92.4% |