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 | $15,981 | $77,817-79.5% | $123,553-87.1% | $64,173-75.1% |
| Participation rate | 65.2% | 74.7%-9.5pp | 82.3%-17.1pp | 69.6%-4.4pp |
| Annual return | -8.01% | 12.49%-20.5pp | 119.21%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,221 | $3,014-59.5% | $4,628-73.6% | $2,381-48.7% |
| Participant deferral / active EE | $2,657 | $5,240-49.3% | $6,426-58.7% | $3,470-23.4% |
| Admin fee / account holder | $2,338 | $5,519-57.6% | $9,284-74.8% | $4,887-52.2% |