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 | $20,174 | $140,592-85.7% | $123,105-83.6% | $125,389-83.9% |
| Participation rate | 53.8% | 88.2%-34.4pp | 86.8%-32.9pp | 83.2%-29.3pp |
| Annual return | -0.08% | 16.80%-16.9pp | 13.22%-13.3pp | 282.24%-282.3pp |
| Employer contribution / active EE | $2,124 | $6,041-64.8% | $5,151-58.8% | $4,866-56.3% |
| Participant deferral / active EE | $2,838 | $6,980-59.3% | $6,229-54.4% | $5,352-47.0% |
| Admin fee / account holder | $20,681 | $11,198+84.7% | $9,014+129.4% | $9,541+116.8% |