Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $15,260 | $46,297-67.0% | $71,671-78.7% | $62,293-75.5% |
| Participation rate | 49.1% | 60.6%-11.5pp | 68.7%-19.6pp | 69.5%-20.4pp |
| Annual return | 0.00% | 22.32%-22.3pp | 20.65%-20.6pp | 28.90%-28.9pp |
| Employer contribution / active EE | $871 | $1,412-38.3% | $2,460-64.6% | $2,042-57.3% |
| Participant deferral / active EE | $1,917 | $2,235-14.2% | $3,438-44.2% | $3,169-39.5% |
| Admin fee / account holder | $502 | $461+8.9% | $5,558-91.0% | $479+4.6% |