Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $19,739 | $71,878-72.5% | $86,698-77.2% | $68,486-71.2% |
| Participation rate | 69.7% | 72.2%-2.6pp | 76.6%-6.9pp | 67.9%+1.8pp |
| Annual return | -16.67% | 3.53%-20.2pp | 35.95%-52.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $727 | $2,173-66.5% | $2,837-74.4% | $2,597-72.0% |
| Participant deferral / active EE | $2,438 | $3,779-35.5% | $4,656-47.6% | $4,028-39.5% |
| Admin fee / account holder | $1,506 | $6,113-75.4% | $7,493-79.9% | $5,404-72.1% |