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 | $9,237 | $110,083-91.6% | $151,645-93.9% | $68,490-86.5% |
| Participation rate | 66.1% | 84.0%-17.9pp | 87.5%-21.4pp | 67.9%-1.8pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.34%-3.3pp | -7.85%+7.9pp |
| Employer contribution / active EE | $2,430 | $4,470-45.6% | $6,165-60.6% | $2,597-6.4% |
| Participant deferral / active EE | $4,338 | $6,526-33.5% | $8,363-48.1% | $4,028+7.7% |
| Admin fee / account holder | $374 | $7,718-95.2% | $11,614-96.8% | $5,403-93.1% |