Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,288 | $59,834-86.1% | $79,576-89.6% | $68,495-87.9% |
| Participation rate | 67.4% | 61.1%+6.3pp | 69.5%-2.1pp | 67.9%-0.5pp |
| Annual return | -15.61% | -12.30%-3.3pp | 0.15%-15.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $946 | $1,505-37.2% | $2,413-60.8% | $2,596-63.6% |
| Participant deferral / active EE | $3,465 | $3,024+14.6% | $3,985-13.1% | $4,028-14.0% |
| Admin fee / account holder | $2,191 | $4,835-54.7% | $6,834-67.9% | $5,403-59.4% |