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 | $18,085 | $211,946-91.5% | $169,452-89.3% | $135,382-86.6% |
| Participation rate | 37.5% | 82.6%-45.1pp | 77.8%-40.3pp | 82.6%-45.1pp |
| Annual return | -9.06% | 3.26%-12.3pp | 1.83%-10.9pp | 519.77%-528.8pp |
| Employer contribution / active EE | $734 | $5,117-85.6% | $4,157-82.3% | $4,779-84.6% |
| Participant deferral / active EE | $1,973 | $6,075-67.5% | $5,277-62.6% | $5,609-64.8% |
| Admin fee / account holder | $533 | $11,472-95.4% | $9,110-94.1% | $10,829-95.1% |