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 | $19,311 | $131,835-85.4% | $108,582-82.2% | $273,972-93.0% |
| Participation rate | 36.8% | 83.5%-46.6pp | 79.6%-42.7pp | 83.0%-46.2pp |
| Annual return | 5.26% | -91.57%+96.8pp | -51.70%+57.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $951 | $4,913-80.6% | $3,758-74.7% | $4,869-80.5% |
| Participant deferral / active EE | $2,018 | $5,127-60.6% | $4,311-53.2% | $5,287-61.8% |
| Admin fee / account holder | $2,113 | $10,253-79.4% | $7,645-72.4% | $10,133-79.1% |