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 | $23,440 | $131,835-82.2% | $108,582-78.4% | $273,972-91.4% |
| Participation rate | 58.8% | 83.5%-24.6pp | 79.6%-20.7pp | 83.0%-24.2pp |
| Annual return | 9.78% | -91.57%+101.3pp | -51.70%+61.5pp | 41.46%-31.7pp |
| Employer contribution / active EE | $971 | $4,913-80.2% | $3,758-74.2% | $4,869-80.1% |
| Participant deferral / active EE | $2,786 | $5,127-45.7% | $4,311-35.4% | $5,287-47.3% |
| Admin fee / account holder | $717 | $10,253-93.0% | $7,645-90.6% | $10,133-92.9% |