Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $9,397 | $56,484-83.4% | $169,452-94.5% | $64,173-85.4% |
| Participation rate | 38.3% | 64.5%-26.3pp | 77.8%-39.5pp | 69.6%-31.3pp |
| Annual return | 0.00% | -1.55%+1.6pp | 1.83%-1.8pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,044 | $1,832-43.0% | $4,157-74.9% | $2,381-56.1% |
| Participant deferral / active EE | $1,944 | $3,448-43.6% | $5,277-63.2% | $3,470-44.0% |
| Admin fee / account holder | $351 | $4,174-91.6% | $9,110-96.1% | $4,887-92.8% |