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 | $17,900 | $54,320-67.0% | $67,652-73.5% | $52,331-65.8% |
| Participation rate | 64.9% | 73.6%-8.7pp | 75.7%-10.8pp | 68.1%-3.2pp |
| Annual return | -1.36% | 6.81%-8.2pp | 6625.40%-6626.8pp | 4.54%-5.9pp |
| Employer contribution / active EE | $505 | $1,544-67.3% | $2,266-77.7% | $1,882-73.1% |
| Participant deferral / active EE | $1,434 | $2,950-51.4% | $3,560-59.7% | $3,022-52.6% |
| Admin fee / account holder | $3,961 | $527+652.2% | $4,821-17.8% | $592+569.5% |