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 | $15,531 | $71,873-78.4% | $86,698-82.1% | $68,490-77.3% |
| Participation rate | 62.9% | 72.2%-9.3pp | 76.6%-13.7pp | 67.9%-5.0pp |
| Annual return | -15.74% | 3.54%-19.3pp | 35.96%-51.7pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,988 | $2,173-8.5% | $2,837-29.9% | $2,597-23.4% |
| Participant deferral / active EE | $4,464 | $3,779+18.1% | $4,656-4.1% | $4,028+10.8% |
| Admin fee / account holder | $1,402 | $6,110-77.1% | $7,492-81.3% | $5,403-74.0% |