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 | $10,740 | $59,813-82.0% | $79,580-86.5% | $68,486-84.3% |
| Participation rate | 54.8% | 61.1%-6.2pp | 69.5%-14.6pp | 67.9%-13.1pp |
| Annual return | -15.49% | -12.30%-3.2pp | 0.15%-15.6pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,567 | $1,505+4.1% | $2,413-35.1% | $2,597-39.7% |
| Participant deferral / active EE | $4,296 | $3,024+42.1% | $3,985+7.8% | $4,028+6.7% |
| Admin fee / account holder | $11,446 | $4,835+136.7% | $6,835+67.5% | $5,404+111.8% |