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 | $12,444 | $142,392-91.3% | $119,622-89.6% | $134,532-90.8% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -18.63% | -12.46%-6.2pp | -14.98%-3.7pp | 418.27%-436.9pp |
| Employer contribution / active EE | $1,281 | $5,224-75.5% | $4,232-69.7% | $4,741-73.0% |
| Participant deferral / active EE | $2,136 | $6,467-67.0% | $5,601-61.9% | $6,401-66.6% |
| Admin fee / account holder | $969 | $13,593-92.9% | $10,328-90.6% | $11,429-91.5% |