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 | $22,146 | $61,660-64.1% | $80,022-72.3% | $64,173-65.5% |
| Participation rate | 40.5% | 71.7%-31.2pp | 75.8%-35.4pp | 69.6%-29.1pp |
| Annual return | -5.15% | -0.33%-4.8pp | 11.22%-16.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $609 | $1,810-66.4% | $2,468-75.3% | $2,381-74.4% |
| Participant deferral / active EE | $3,201 | $2,968+7.9% | $3,686-13.2% | $3,470-7.7% |
| Admin fee / account holder | $11,122 | $5,417+105.3% | $6,521+70.6% | $4,887+127.6% |