Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $10,252 | $65,364-84.3% | $92,909-89.0% | $72,975-86.0% |
| Participation rate | 63.0% | 68.3%-5.3pp | 76.0%-13.0pp | 69.5%-6.5pp |
| Annual return | 27.39% | 42.11%-14.7pp | 109.44%-82.0pp | 81.01%-53.6pp |
| Employer contribution / active EE | $692 | $2,594-73.3% | $3,653-81.1% | $2,440-71.6% |
| Participant deferral / active EE | $3,512 | $3,128+12.3% | $4,238-17.1% | $3,608-2.7% |
| Admin fee / account holder | $314 | $4,251-92.6% | $5,795-94.6% | $5,124-93.9% |