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 | $19,205 | $73,019-73.7% | $90,766-78.8% | $68,490-72.0% |
| Participation rate | 60.6% | 70.8%-10.3pp | 75.7%-15.1pp | 67.9%-7.3pp |
| Annual return | -15.63% | -13.81%-1.8pp | -12.16%-3.5pp | -7.85%-7.8pp |
| Employer contribution / active EE | $637 | $2,193-70.9% | $2,922-78.2% | $2,597-75.5% |
| Participant deferral / active EE | $2,392 | $3,626-34.0% | $4,565-47.6% | $4,028-40.6% |
| Admin fee / account holder | $2,507 | $5,897-57.5% | $8,446-70.3% | $5,403-53.6% |