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 | $16,340 | $95,979-83.0% | $74,551-78.1% | $135,380-87.9% |
| Participation rate | 35.3% | 75.7%-40.4pp | 69.1%-33.9pp | 82.6%-47.3pp |
| Annual return | -5.16% | 56.97%-62.1pp | 32.53%-37.7pp | 519.81%-525.0pp |
| Employer contribution / active EE | $1,890 | $2,716-30.4% | $1,961-3.6% | $4,779-60.5% |
| Participant deferral / active EE | $2,376 | $3,844-38.2% | $3,108-23.6% | $5,609-57.6% |
| Admin fee / account holder | $2,658 | $6,522-59.2% | $5,059-47.5% | $10,828-75.5% |