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 | $23,356 | $167,533-86.1% | $151,645-84.6% | $134,545-82.6% |
| Participation rate | 25.0% | 88.4%-63.4pp | 87.5%-62.5pp | 81.2%-56.2pp |
| Annual return | -13.67% | 7.81%-21.5pp | 3.34%-17.0pp | 418.37%-432.0pp |
| Employer contribution / active EE | $5,236 | $6,828-23.3% | $6,165-15.1% | $4,742+10.4% |
| Participant deferral / active EE | $6,896 | $8,985-23.2% | $8,363-17.5% | $6,401+7.7% |
| Admin fee / account holder | $25,048 | $13,781+81.8% | $11,614+115.7% | $11,431+119.1% |