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 | $19,582 | $54,380-64.0% | $68,509-71.4% | $59,633-67.2% |
| Participation rate | 60.6% | 70.2%-9.6pp | 74.7%-14.1pp | 68.7%-8.1pp |
| Annual return | 0.92% | 2.83%-1.9pp | 8.27%-7.3pp | 2041.40%-2040.5pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,506 | $2,643-43.0% | $3,382-55.5% | $3,192-52.8% |
| Admin fee / account holder | $9,905 | $3,885+154.9% | $5,275+87.8% | $4,297+130.5% |