Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,387 | $82,678-86.2% | $125,391-90.9% | $68,490-83.4% |
| Participation rate | 46.9% | 75.1%-28.2pp | 82.4%-35.5pp | 67.9%-21.0pp |
| Annual return | 10.53% | -5.97%+16.5pp | 572.41%-561.9pp | -7.85%+18.4pp |
| Employer contribution / active EE | $988 | $3,382-70.8% | $4,816-79.5% | $2,597-62.0% |
| Participant deferral / active EE | $3,251 | $6,111-46.8% | $7,448-56.4% | $4,028-19.3% |
| Admin fee / account holder | $1,568 | $6,277-75.0% | $10,009-84.3% | $5,403-71.0% |