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 | $25,738 | $72,620-64.6% | $90,760-71.6% | $66,938-61.6% |
| Participation rate | 47.7% | 73.7%-26.0pp | 75.7%-28.0pp | 69.8%-22.1pp |
| Annual return | -11.25% | -12.28%+1.0pp | -12.16%+0.9pp | 1.58%-12.8pp |
| Employer contribution / active EE | $1,438 | $2,369-39.3% | $2,922-50.8% | $2,545-43.5% |
| Participant deferral / active EE | $2,587 | $3,979-35.0% | $4,565-43.3% | $4,238-39.0% |
| Admin fee / account holder | $1,948 | $707+175.5% | $8,444-76.9% | $594+228.3% |