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 | $16,799 | $62,589-73.2% | $76,768-78.1% | $64,173-73.8% |
| Participation rate | 34.9% | 72.8%-37.9pp | 77.0%-42.1pp | 69.6%-34.7pp |
| Annual return | -6.71% | -1.95%-4.8pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $715 | $1,832-61.0% | $2,485-71.2% | $2,381-70.0% |
| Participant deferral / active EE | $1,539 | $3,145-51.1% | $3,852-60.0% | $3,470-55.6% |
| Admin fee / account holder | $304 | $4,667-93.5% | $6,675-95.4% | $4,887-93.8% |