Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $12,792 | $62,715-79.6% | $104,301-87.7% | $66,930-80.9% |
| Participation rate | 63.6% | 59.6%+4.0pp | 73.3%-9.6pp | 69.8%-6.2pp |
| Annual return | -10.68% | -14.70%+4.0pp | 24.61%-35.3pp | 1.57%-12.3pp |
| Employer contribution / active EE | $864 | $1,976-56.3% | $3,373-74.4% | $2,545-66.0% |
| Participant deferral / active EE | $1,356 | $2,852-52.5% | $4,626-70.7% | $4,238-68.0% |
| Admin fee / account holder | $356 | $657-45.8% | $7,340-95.1% | $593-40.0% |