Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $17,181 | $50,947-66.3% | $74,551-77.0% | $64,173-73.2% |
| Participation rate | 52.9% | 61.1%-8.1pp | 69.1%-16.2pp | 69.6%-16.6pp |
| Annual return | -6.87% | -1.85%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,273 | $1,115+14.1% | $1,961-35.1% | $2,381-46.5% |
| Participant deferral / active EE | $1,581 | $2,302-31.3% | $3,108-49.1% | $3,470-54.4% |
| Admin fee / account holder | $1,751 | $4,221-58.5% | $5,059-65.4% | $4,887-64.2% |