Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,101 | $56,339-83.8% | $104,301-91.3% | $68,495-86.7% |
| Participation rate | 33.3% | 63.3%-29.9pp | 73.3%-39.9pp | 67.9%-34.6pp |
| Annual return | 0.00% | -9.19%+9.2pp | 24.61%-24.6pp | -7.84%+7.8pp |
| Employer contribution / active EE | $1,888 | $1,960-3.7% | $3,373-44.0% | $2,596-27.3% |
| Participant deferral / active EE | $2,407 | $3,077-21.8% | $4,626-48.0% | $4,028-40.2% |
| Admin fee / account holder | $1,373 | $4,902-72.0% | $7,340-81.3% | $5,403-74.6% |