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 | $3,616 | $176,105-97.9% | $159,474-97.7% | $167,536-97.8% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 0.00% | 331.91%-331.9pp | 263.68%-263.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $1,677 | $5,299-68.3% | $4,831-65.3% | $4,839-65.3% |
| Participant deferral / active EE | $2,673 | $7,751-65.5% | $7,353-63.7% | $6,342-57.9% |
| Admin fee / account holder | $2,043 | $12,559-83.7% | $10,802-81.1% | $12,315-83.4% |