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 | $12,596 | $64,176-80.4% | $112,263-88.8% | $66,949-81.2% |
| Participation rate | 48.1% | 68.4%-20.4pp | 75.1%-27.0pp | 69.8%-21.8pp |
| Annual return | -12.72% | -13.80%+1.1pp | 27.49%-40.2pp | 1.57%-14.3pp |
| Employer contribution / active EE | $1,116 | $3,007-62.9% | $3,636-69.3% | $2,545-56.2% |
| Participant deferral / active EE | $2,120 | $3,694-42.6% | $4,729-55.2% | $4,239-50.0% |
| Admin fee / account holder | $1,495 | $626+138.9% | $6,410-76.7% | $594+151.8% |