Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $21,724 | $54,380-60.1% | $68,509-68.3% | $59,633-63.6% |
| Participation rate | 50.0% | 70.2%-20.2pp | 74.7%-24.7pp | 68.7%-18.7pp |
| Annual return | -1.85% | 2.83%-4.7pp | 8.27%-10.1pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $2,367 | $1,539+53.8% | $2,278+3.9% | $2,203+7.5% |
| Participant deferral / active EE | $1,992 | $2,643-24.6% | $3,382-41.1% | $3,192-37.6% |
| Admin fee / account holder | $6,558 | $3,885+68.8% | $5,275+24.3% | $4,297+52.6% |