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 | $17,327 | $56,197-69.2% | $67,652-74.4% | $59,633-70.9% |
| Participation rate | 64.0% | 71.5%-7.5pp | 75.7%-11.7pp | 68.7%-4.7pp |
| Annual return | 0.79% | 18508.10%-18507.3pp | 6625.40%-6624.6pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $723 | $1,615-55.2% | $2,266-68.1% | $2,203-67.2% |
| Participant deferral / active EE | $1,355 | $2,844-52.3% | $3,560-61.9% | $3,192-57.5% |
| Admin fee / account holder | $4,531 | $3,958+14.5% | $4,821-6.0% | $4,297+5.4% |