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 | $6,392 | $42,383-84.9% | $76,523-91.6% | $64,181-90.0% |
| Participation rate | 62.2% | 58.1%+4.0pp | 68.0%-5.8pp | 69.6%-7.4pp |
| Annual return | -5.32% | -16.54%+11.2pp | -0.27%-5.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $369 | $1,563-76.4% | $2,647-86.1% | $2,381-84.5% |
| Participant deferral / active EE | $1,164 | $2,566-54.6% | $3,835-69.6% | $3,470-66.4% |
| Admin fee / account holder | $1,294 | $3,198-59.5% | $4,848-73.3% | $4,887-73.5% |