Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $12,607 | $82,630-84.7% | $64,105-80.3% | $125,388-89.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 68.2%-8.2pp | 83.2%-23.2pp |
| Annual return | -0.90% | 1489.72%-1490.6pp | 791.24%-792.1pp | 282.24%-283.1pp |
| Employer contribution / active EE | $886 | $2,671-66.8% | $1,820-51.3% | $4,866-81.8% |
| Participant deferral / active EE | $5,528 | $3,608+53.2% | $2,822+95.9% | $5,352+3.3% |
| Admin fee / account holder | $5,303 | $6,382-16.9% | $4,499+17.9% | $9,541-44.4% |