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 | $13,955 | $72,388-80.7% | $111,392-87.5% | $64,173-78.3% |
| Participation rate | 53.7% | 70.5%-16.8pp | 78.9%-25.1pp | 69.6%-15.8pp |
| Annual return | -7.59% | -1.50%-6.1pp | -2.06%-5.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,018 | $3,000-66.1% | $4,328-76.5% | $2,381-57.2% |
| Participant deferral / active EE | $2,001 | $4,241-52.8% | $5,567-64.1% | $3,470-42.3% |
| Admin fee / account holder | $2,760 | $5,719-51.7% | $12,266-77.5% | $4,887-43.5% |