Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $18,105 | $73,019-75.2% | $90,766-80.1% | $68,490-73.6% |
| Participation rate | 30.0% | 70.8%-40.8pp | 75.7%-45.7pp | 67.9%-37.9pp |
| Annual return | -18.01% | -13.81%-4.2pp | -12.16%-5.9pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,156 | $3,626-40.5% | $4,565-52.8% | $4,028-46.5% |
| Admin fee / account holder | $7,610 | $5,897+29.1% | $8,446-9.9% | $5,403+40.9% |