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 | $10,695 | $57,352-81.4% | $83,830-87.2% | $64,173-83.3% |
| Participation rate | 59.5% | 68.6%-9.1pp | 76.1%-16.6pp | 69.6%-10.0pp |
| Annual return | -8.10% | 11.38%-19.5pp | 850.97%-859.1pp | 7.63%-15.7pp |
| Employer contribution / active EE | $926 | $2,546-63.6% | $3,631-74.5% | $2,381-61.1% |
| Participant deferral / active EE | $1,355 | $2,993-54.7% | $4,082-66.8% | $3,470-61.0% |
| Admin fee / account holder | $2,044 | $4,046-49.5% | $5,479-62.7% | $4,887-58.2% |