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 | $7,233 | $64,311-88.8% | $57,356-87.4% | $125,389-94.2% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 83.2%-23.2pp |
| Annual return | -3.19% | 25.14%-28.3pp | 24.41%-27.6pp | 282.24%-285.4pp |
| Employer contribution / active EE | $1,612 | $3,193-49.5% | $2,689-40.0% | $4,866-66.9% |
| Participant deferral / active EE | $4,654 | $3,846+21.0% | $3,162+47.2% | $5,352-13.0% |
| Admin fee / account holder | $4,935 | $5,243-5.9% | $3,357+47.0% | $9,541-48.3% |