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 | $19,831 | $72,404-72.6% | $110,241-82.0% | $64,181-69.1% |
| Participation rate | 57.0% | 73.3%-16.4pp | 79.8%-22.9pp | 69.6%-12.6pp |
| Annual return | -2.52% | -6.29%+3.8pp | 314.75%-317.3pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,213 | $2,282-46.8% | $3,827-68.3% | $2,381-49.0% |
| Participant deferral / active EE | $1,887 | $3,469-45.6% | $4,672-59.6% | $3,470-45.6% |
| Admin fee / account holder | $7,236 | $5,664+27.7% | $8,548-15.3% | $4,887+48.0% |