Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $10,858 | $64,719-83.2% | $112,249-90.3% | $68,486-84.1% |
| Participation rate | 52.4% | 67.2%-14.8pp | 75.1%-22.7pp | 67.9%-15.5pp |
| Annual return | -14.65% | -11.40%-3.2pp | 27.48%-42.1pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,343 | $2,747-51.1% | $3,636-63.1% | $2,597-48.3% |
| Participant deferral / active EE | $2,195 | $3,565-38.4% | $4,729-53.6% | $4,028-45.5% |
| Admin fee / account holder | $1,299 | $5,232-75.2% | $6,412-79.7% | $5,404-76.0% |