Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $4,552 | $96,643-95.3% | $86,617-94.7% | $139,456-96.7% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 0.00% | 106.57%-106.6pp | 591.91%-591.9pp | 373.45%-373.4pp |
| Employer contribution / active EE | $1,628 | $3,264-50.1% | $3,023-46.2% | $4,753-65.8% |
| Participant deferral / active EE | $1,642 | $4,835-66.0% | $4,437-63.0% | $6,711-75.5% |
| Admin fee / account holder | $672 | $6,406-89.5% | $5,613-88.0% | $11,407-94.1% |