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 | $10,845 | $49,199-78.0% | $121,210-91.1% | $75,177-85.6% |
| Participation rate | 10.0% | 55.4%-45.4pp | 69.5%-59.5pp | 67.2%-57.2pp |
| Annual return | 14.50% | 56.04%-41.5pp | 987.41%-972.9pp | 160.75%-146.3pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,171-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $978 | $2,630-62.8% | $4,084-76.0% | $4,126-76.3% |
| Admin fee / account holder | $13,399 | $3,946+239.5% | $5,647+137.3% | $5,651+137.1% |