Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $7,416 | $54,541-86.4% | $78,778-90.6% | $70,126-89.4% |
| Participation rate | 53.2% | 60.8%-7.6pp | 69.2%-15.9pp | 69.5%-16.3pp |
| Annual return | 0.00% | 21.07%-21.1pp | 35.62%-35.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,291 | $1,089+18.6% | $1,986-35.0% | $2,343-44.9% |
| Participant deferral / active EE | $2,490 | $2,210+12.7% | $2,958-15.8% | $3,332-25.3% |
| Admin fee / account holder | $327 | $3,709-91.2% | $5,134-93.6% | $4,645-93.0% |