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 | $15,363 | $59,813-74.3% | $79,580-80.7% | $68,486-77.6% |
| Participation rate | 44.2% | 61.1%-16.8pp | 69.5%-25.3pp | 67.9%-23.7pp |
| Annual return | -13.77% | -12.30%-1.5pp | 0.15%-13.9pp | -7.85%-5.9pp |
| Employer contribution / active EE | $869 | $1,505-42.3% | $2,413-64.0% | $2,597-66.5% |
| Participant deferral / active EE | $1,883 | $3,024-37.7% | $3,985-52.8% | $4,028-53.2% |
| Admin fee / account holder | $1,079 | $4,835-77.7% | $6,835-84.2% | $5,404-80.0% |