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 | $11,992 | $69,012-82.6% | $160,037-92.5% | $68,490-82.5% |
| Participation rate | 65.0% | 65.4%-0.4pp | 78.0%-13.0pp | 67.9%-2.9pp |
| Annual return | -16.50% | -9.65%-6.9pp | 408.95%-425.5pp | -7.85%-8.6pp |
| Employer contribution / active EE | $1,182 | $2,212-46.6% | $4,226-72.0% | $2,597-54.5% |
| Participant deferral / active EE | $1,893 | $4,212-55.1% | $6,184-69.4% | $4,028-53.0% |
| Admin fee / account holder | $2,801 | $4,798-41.6% | $8,716-67.9% | $5,403-48.1% |