Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,344 | $73,863-90.1% | $143,797-94.9% | $68,490-89.3% |
| Participation rate | 52.2% | 66.7%-14.5pp | 80.3%-28.1pp | 67.9%-15.7pp |
| Annual return | 0.00% | 0.91%-0.9pp | -0.04%0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $943 | $3,185-70.4% | $4,952-81.0% | $2,597-63.7% |
| Participant deferral / active EE | $1,384 | $3,385-59.1% | $5,638-75.4% | $4,028-65.6% |
| Admin fee / account holder | $1,069 | $5,756-81.4% | $14,679-92.7% | $5,403-80.2% |