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 | $11,766 | $84,518-86.1% | $67,704-82.6% | $125,389-90.6% |
| Participation rate | 66.7% | 74.8%-8.1pp | 67.5%-0.9pp | 83.2%-16.5pp |
| Annual return | -1.62% | 2.57%-4.2pp | 25.41%-27.0pp | 282.24%-283.9pp |
| Employer contribution / active EE | $2,164 | $3,292-34.3% | $2,559-15.4% | $4,866-55.5% |
| Participant deferral / active EE | $3,106 | $4,430-29.9% | $3,585-13.4% | $5,352-42.0% |
| Admin fee / account holder | $2,999 | $5,340-43.8% | $4,255-29.5% | $9,541-68.6% |