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 | $20,319 | $72,177-71.8% | $115,038-82.3% | $59,633-65.9% |
| Participation rate | 53.8% | 72.6%-18.8pp | 81.4%-27.6pp | 68.7%-14.9pp |
| Annual return | 0.07% | 12.02%-12.0pp | 26.14%-26.1pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $1,015 | $2,841-64.3% | $4,608-78.0% | $2,203-53.9% |
| Participant deferral / active EE | $2,183 | $4,783-54.4% | $6,026-63.8% | $3,192-31.6% |
| Admin fee / account holder | $677 | $4,927-86.3% | $8,175-91.7% | $4,297-84.2% |