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 | $17,555 | $64,719-72.9% | $112,249-84.4% | $68,486-74.4% |
| Participation rate | 69.2% | 67.2%+2.1pp | 75.1%-5.8pp | 67.9%+1.3pp |
| Annual return | -19.25% | -11.40%-7.8pp | 27.48%-46.7pp | -7.85%-11.4pp |
| Employer contribution / active EE | $2,305 | $2,747-16.1% | $3,636-36.6% | $2,597-11.2% |
| Participant deferral / active EE | $3,429 | $3,565-3.8% | $4,729-27.5% | $4,028-14.9% |
| Admin fee / account holder | $1,466 | $5,232-72.0% | $6,412-77.1% | $5,404-72.9% |