Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $11,038 | $77,816-85.8% | $123,552-91.1% | $64,173-82.8% |
| Participation rate | 20.5% | 74.7%-54.2pp | 82.3%-61.8pp | 69.6%-49.1pp |
| Annual return | -3.73% | 12.49%-16.2pp | 119.20%-122.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,541 | $5,240+24.8% | $6,426+1.8% | $3,470+88.5% |
| Admin fee / account holder | $8,513 | $5,519+54.2% | $9,285-8.3% | $4,887+74.2% |