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 | $17,366 | $50,947-65.9% | $74,549-76.7% | $64,173-72.9% |
| Participation rate | 13.7% | 61.1%-47.4pp | 69.1%-55.5pp | 69.6%-55.9pp |
| Annual return | -6.77% | -1.85%-4.9pp | 32.53%-39.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $999 | $1,115-10.4% | $1,961-49.1% | $2,381-58.0% |
| Participant deferral / active EE | $2,119 | $2,302-7.9% | $3,108-31.8% | $3,470-38.9% |
| Admin fee / account holder | $4,088 | $4,221-3.2% | $5,059-19.2% | $4,887-16.4% |