Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $15,870 | $57,352-72.3% | $83,831-81.1% | $64,173-75.3% |
| Participation rate | 61.0% | 68.6%-7.6pp | 76.1%-15.2pp | 69.6%-8.6pp |
| Annual return | 0.00% | 11.38%-11.4pp | 850.99%-851.0pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,766 | $2,546-30.6% | $3,631-51.4% | $2,381-25.8% |
| Participant deferral / active EE | $3,270 | $2,993+9.3% | $4,082-19.9% | $3,470-5.7% |
| Admin fee / account holder | $463 | $4,046-88.6% | $5,479-91.6% | $4,887-90.5% |