Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,190 | $55,449-87.0% | $83,850-91.4% | $56,287-87.2% |
| Participation rate | 56.1% | 68.0%-11.9pp | 76.1%-20.0pp | 69.9%-13.7pp |
| Annual return | 0.00% | -1.38%+1.4pp | 850.92%-850.9pp | -9.96%+10.0pp |
| Employer contribution / active EE | $1,059 | $2,430-56.4% | $3,631-70.8% | $2,111-49.8% |
| Participant deferral / active EE | $1,946 | $2,935-33.7% | $4,082-52.3% | $3,350-41.9% |
| Admin fee / account holder | $387 | $656-41.0% | $5,478-92.9% | $521-25.7% |