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 | $7,749 | $95,895-91.9% | $79,576-90.3% | $134,509-94.2% |
| Participation rate | 60.0% | 75.0%-15.0pp | 69.5%-9.5pp | 81.2%-21.2pp |
| Annual return | 0.00% | -2.72%+2.7pp | 0.15%-0.1pp | 418.13%-418.1pp |
| Employer contribution / active EE | $1,329 | $3,128-57.5% | $2,413-44.9% | $4,741-72.0% |
| Participant deferral / active EE | $3,699 | $4,693-21.2% | $3,985-7.2% | $6,400-42.2% |
| Admin fee / account holder | $620 | $9,129-93.2% | $6,834-90.9% | $11,427-94.6% |