Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $6,816 | $69,012-90.1% | $160,009-95.7% | $68,486-90.0% |
| Participation rate | 50.0% | 65.4%-15.4pp | 78.0%-28.0pp | 67.9%-17.9pp |
| Annual return | -19.24% | -9.65%-9.6pp | 408.85%-428.1pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1,149 | $2,212-48.1% | $4,225-72.8% | $2,597-55.8% |
| Participant deferral / active EE | $2,243 | $4,212-46.8% | $6,183-63.7% | $4,028-44.3% |
| Admin fee / account holder | $981 | $4,798-79.6% | $8,715-88.7% | $5,404-81.8% |