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 | $22,608 | $73,019-69.0% | $90,766-75.1% | $68,490-67.0% |
| Participation rate | 58.3% | 70.8%-12.5pp | 75.7%-17.4pp | 67.9%-9.6pp |
| Annual return | -18.72% | -13.81%-4.9pp | -12.16%-6.6pp | -7.85%-10.9pp |
| Employer contribution / active EE | $1,050 | $2,193-52.1% | $2,922-64.1% | $2,597-59.6% |
| Participant deferral / active EE | $2,857 | $3,626-21.2% | $4,565-37.4% | $4,028-29.1% |
| Admin fee / account holder | $5,934 | $5,897+0.6% | $8,446-29.7% | $5,403+9.8% |