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 | $9,639 | $134,001-92.8% | $112,258-91.4% | $134,509-92.8% |
| Participation rate | 53.8% | 78.6%-24.7pp | 75.1%-21.2pp | 81.2%-27.4pp |
| Annual return | -18.71% | 47.15%-65.9pp | 27.47%-46.2pp | 418.13%-436.8pp |
| Employer contribution / active EE | $1,159 | $4,039-71.3% | $3,636-68.1% | $4,741-75.6% |
| Participant deferral / active EE | $1,570 | $5,291-70.3% | $4,728-66.8% | $6,400-75.5% |
| Admin fee / account holder | $1,070 | $7,491-85.7% | $6,411-83.3% | $11,427-90.6% |