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 | $21,994 | $54,380-59.6% | $68,509-67.9% | $59,633-63.1% |
| Participation rate | 48.9% | 70.2%-21.3pp | 74.7%-25.8pp | 68.7%-19.7pp |
| Annual return | -2.24% | 2.83%-5.1pp | 8.27%-10.5pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,270 | $2,643-14.1% | $3,382-32.9% | $3,192-28.9% |
| Admin fee / account holder | $10,278 | $3,885+164.5% | $5,275+94.9% | $4,297+139.2% |