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 | $3,015 | $45,041-93.3% | $63,003-95.2% | $70,131-95.7% |
| Participation rate | 60.0% | 69.5%-9.5pp | 74.8%-14.8pp | 69.5%-9.5pp |
| Annual return | 0.00% | 18.76%-18.8pp | 87.59%-87.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,036 | $2,465-17.4% | $3,329-38.8% | $3,332-38.9% |
| Admin fee / account holder | $413 | $2,836-85.4% | $3,600-88.5% | $4,645-91.1% |