Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,653 | $54,239-87.7% | $70,098-90.5% | $68,495-90.3% |
| Participation rate | 26.9% | 64.5%-37.6pp | 70.5%-43.6pp | 67.9%-41.0pp |
| Annual return | 0.00% | -13.87%+13.9pp | 190.76%-190.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $434 | $2,019-78.5% | $2,560-83.0% | $2,596-83.3% |
| Participant deferral / active EE | $1,964 | $2,957-33.6% | $3,849-49.0% | $4,028-51.2% |
| Admin fee / account holder | $785 | $4,691-83.3% | $6,266-87.5% | $5,403-85.5% |