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 | $21,344 | $82,032-74.0% | $123,106-82.7% | $59,632-64.2% |
| Participation rate | 58.3% | 83.2%-24.9pp | 86.8%-28.4pp | 68.7%-10.3pp |
| Annual return | -1.25% | 5.12%-6.4pp | 13.22%-14.5pp | 2041.32%-2042.6pp |
| Employer contribution / active EE | $1,952 | $3,297-40.8% | $5,151-62.1% | $2,203-11.4% |
| Participant deferral / active EE | $2,480 | $4,667-46.9% | $6,229-60.2% | $3,192-22.3% |
| Admin fee / account holder | $5,906 | $5,881+0.4% | $9,015-34.5% | $4,297+37.4% |