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 | $18,397 | $73,009-74.8% | $90,760-79.7% | $68,486-73.1% |
| Participation rate | 56.9% | 70.8%-14.0pp | 75.7%-18.8pp | 67.9%-11.0pp |
| Annual return | -17.35% | -13.81%-3.5pp | -12.16%-5.2pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,728 | $2,193-21.2% | $2,922-40.9% | $2,597-33.5% |
| Participant deferral / active EE | $2,803 | $3,626-22.7% | $4,565-38.6% | $4,028-30.4% |
| Admin fee / account holder | $3,335 | $5,896-43.4% | $8,444-60.5% | $5,404-38.3% |