Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,745 | $57,352-81.3% | $83,831-87.2% | $64,173-83.3% |
| Participation rate | 57.8% | 68.6%-10.8pp | 76.1%-18.4pp | 69.6%-11.8pp |
| Annual return | -2.97% | 11.38%-14.4pp | 850.99%-854.0pp | 7.63%-10.6pp |
| Employer contribution / active EE | $886 | $2,546-65.2% | $3,631-75.6% | $2,381-62.8% |
| Participant deferral / active EE | $2,197 | $2,993-26.6% | $4,082-46.2% | $3,470-36.7% |
| Admin fee / account holder | $551 | $4,046-86.4% | $5,479-89.9% | $4,887-88.7% |