Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,606 | $73,848-87.0% | $143,799-93.3% | $68,486-86.0% |
| Participation rate | 56.8% | 66.7%-9.9pp | 80.3%-23.6pp | 67.9%-11.1pp |
| Annual return | -14.23% | 0.91%-15.1pp | -0.04%-14.2pp | -7.85%-6.4pp |
| Employer contribution / active EE | $1,196 | $3,184-62.4% | $4,952-75.8% | $2,597-53.9% |
| Participant deferral / active EE | $1,325 | $3,385-60.9% | $5,638-76.5% | $4,028-67.1% |
| Admin fee / account holder | $2,139 | $5,755-62.8% | $14,677-85.4% | $5,404-60.4% |