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 | $18,687 | $62,589-70.1% | $76,768-75.7% | $64,173-70.9% |
| Participation rate | 69.2% | 72.8%-3.6pp | 77.0%-7.7pp | 69.6%-0.3pp |
| Annual return | -2.83% | -1.95%-0.9pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $675 | $1,832-63.1% | $2,485-72.8% | $2,381-71.6% |
| Participant deferral / active EE | $1,903 | $3,145-39.5% | $3,852-50.6% | $3,470-45.1% |
| Admin fee / account holder | $682 | $4,667-85.4% | $6,675-89.8% | $4,887-86.0% |