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 | $17,973 | $81,870-78.0% | $119,622-85.0% | $68,486-73.8% |
| Participation rate | 69.0% | 71.9%-2.8pp | 79.3%-10.2pp | 67.9%+1.2pp |
| Annual return | -15.95% | -23.82%+7.9pp | -14.98%-1.0pp | -7.85%-8.1pp |
| Employer contribution / active EE | $1,285 | $2,692-52.3% | $4,232-69.6% | $2,597-50.5% |
| Participant deferral / active EE | $2,464 | $4,148-40.6% | $5,601-56.0% | $4,028-38.8% |
| Admin fee / account holder | $6,300 | $6,583-4.3% | $10,328-39.0% | $5,404+16.6% |