Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $6,683 | $48,267-86.2% | $68,808-90.3% | $68,486-90.2% |
| Participation rate | 36.5% | 60.7%-24.1pp | 69.0%-32.5pp | 67.9%-31.4pp |
| Annual return | 27.44% | -12.70%+40.1pp | -6.37%+33.8pp | -7.85%+35.3pp |
| Employer contribution / active EE | $796 | $1,829-56.5% | $2,656-70.0% | $2,597-69.3% |
| Participant deferral / active EE | $1,346 | $2,867-53.1% | $3,942-65.9% | $4,028-66.6% |
| Admin fee / account holder | $304 | $4,362-93.0% | $4,936-93.8% | $5,404-94.4% |