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 | $15,176 | $71,480-78.8% | $90,782-83.3% | $64,181-76.4% |
| Participation rate | 58.1% | 77.6%-19.5pp | 82.7%-24.6pp | 69.6%-11.5pp |
| Annual return | -7.03% | -4.25%-2.8pp | -3.42%-3.6pp | 7.63%-14.7pp |
| Employer contribution / active EE | $0 | $3,415-100.0% | $4,105-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,536 | $4,302-41.0% | $5,366-52.7% | $3,470-26.9% |
| Admin fee / account holder | $1,995 | $6,309-68.4% | $5,908-66.2% | $4,887-59.2% |