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 | $18,683 | $54,380-65.6% | $68,509-72.7% | $59,633-68.7% |
| Participation rate | 64.4% | 70.2%-5.8pp | 74.7%-10.4pp | 68.7%-4.3pp |
| Annual return | -1.17% | 2.83%-4.0pp | 8.27%-9.4pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $412 | $1,539-73.2% | $2,278-81.9% | $2,203-81.3% |
| Participant deferral / active EE | $1,648 | $2,643-37.7% | $3,382-51.3% | $3,192-48.4% |
| Admin fee / account holder | $1,286 | $3,885-66.9% | $5,275-75.6% | $4,297-70.1% |