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 | $19,240 | $73,009-73.6% | $90,756-78.8% | $68,495-71.9% |
| Participation rate | 62.8% | 70.8%-8.0pp | 75.7%-12.9pp | 67.9%-5.1pp |
| Annual return | -15.82% | -13.81%-2.0pp | -12.16%-3.7pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,245 | $2,193-43.2% | $2,922-57.4% | $2,596-52.1% |
| Participant deferral / active EE | $1,826 | $3,626-49.6% | $4,565-60.0% | $4,028-54.7% |
| Admin fee / account holder | $364 | $5,896-93.8% | $8,445-95.7% | $5,403-93.3% |