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 | $13,570 | $62,589-78.3% | $76,768-82.3% | $64,173-78.9% |
| Participation rate | 64.4% | 72.8%-8.4pp | 77.0%-12.6pp | 69.6%-5.2pp |
| Annual return | -4.29% | -1.95%-2.3pp | 2.43%-6.7pp | 7.63%-11.9pp |
| Employer contribution / active EE | $1,307 | $1,832-28.6% | $2,485-47.4% | $2,381-45.1% |
| Participant deferral / active EE | $2,592 | $3,145-17.6% | $3,852-32.7% | $3,470-25.3% |
| Admin fee / account holder | $6,195 | $4,667+32.7% | $6,675-7.2% | $4,887+26.7% |