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 | $7,736 | $69,012-88.8% | $160,037-95.2% | $68,490-88.7% |
| Participation rate | 68.5% | 65.4%+3.1pp | 78.0%-9.5pp | 67.9%+0.6pp |
| Annual return | -15.66% | -9.65%-6.0pp | 408.95%-424.6pp | -7.85%-7.8pp |
| Employer contribution / active EE | $1,567 | $2,212-29.2% | $4,226-62.9% | $2,597-39.6% |
| Participant deferral / active EE | $1,892 | $4,212-55.1% | $6,184-69.4% | $4,028-53.0% |
| Admin fee / account holder | $3,367 | $4,798-29.8% | $8,716-61.4% | $5,403-37.7% |