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 | $15,361 | $45,566-66.3% | $64,105-76.0% | $59,633-74.2% |
| Participation rate | 40.0% | 60.2%-20.2pp | 68.2%-28.2pp | 68.7%-28.7pp |
| Annual return | -1.12% | 4.95%-6.1pp | 791.24%-792.4pp | 2041.40%-2042.5pp |
| Employer contribution / active EE | $789 | $934-15.5% | $1,820-56.6% | $2,203-64.2% |
| Participant deferral / active EE | $1,206 | $2,057-41.4% | $2,822-57.3% | $3,192-62.2% |
| Admin fee / account holder | $793 | $3,268-75.7% | $4,499-82.4% | $4,297-81.5% |