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 | $1,593 | $27,936-94.3% | $58,561-97.3% | $75,173-97.9% |
| Participation rate | 66.7% | 38.8%+27.8pp | 50.9%+15.8pp | 67.2%-0.5pp |
| Annual return | 64.66% | 44.21%+20.4pp | 4251.33%-4186.7pp | 160.72%-96.1pp |
| Employer contribution / active EE | $274 | $670-59.0% | $1,053-74.0% | $2,671-89.7% |
| Participant deferral / active EE | $339 | $1,202-71.8% | $1,923-82.4% | $4,126-91.8% |
| Admin fee / account holder | $696 | $1,727-59.7% | $2,520-72.4% | $5,651-87.7% |