Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,031 | $81,870-73.1% | $119,622-81.6% | $68,486-67.8% |
| Participation rate | 48.6% | 71.9%-23.3pp | 79.3%-30.7pp | 67.9%-19.3pp |
| Annual return | -17.53% | -23.82%+6.3pp | -14.98%-2.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $1,139 | $2,692-57.7% | $4,232-73.1% | $2,597-56.1% |
| Participant deferral / active EE | $2,446 | $4,148-41.0% | $5,601-56.3% | $4,028-39.3% |
| Admin fee / account holder | $1,616 | $6,583-75.5% | $10,328-84.4% | $5,404-70.1% |