Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $13,567 | $124,346-89.1% | $111,308-87.8% | $167,536-91.9% |
| Participation rate | 66.7% | 79.6%-13.0pp | 77.3%-10.7pp | 82.1%-15.4pp |
| Annual return | 0.00% | 37.45%-37.5pp | 54.67%-54.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $2,643 | $3,437-23.1% | $2,732-3.3% | $4,839-45.4% |
| Participant deferral / active EE | $2,763 | $5,182-46.7% | $4,487-38.4% | $6,342-56.4% |
| Admin fee / account holder | $84,825 | $10,621+698.6% | $7,965+965.0% | $12,315+588.8% |