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 | $10,928 | $52,911-79.3% | $73,309-85.1% | $59,633-81.7% |
| Participation rate | 65.7% | 68.2%-2.5pp | 74.9%-9.2pp | 68.7%-3.0pp |
| Annual return | 0.00% | 12.20%-12.2pp | 5.67%-5.7pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $2,035 | $1,909+6.6% | $3,237-37.1% | $2,203-7.6% |
| Participant deferral / active EE | $4,070 | $4,0690% | $4,991-18.5% | $3,192+27.5% |
| Admin fee / account holder | $393 | $3,835-89.7% | $5,635-93.0% | $4,297-90.8% |