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 | $7,582 | $84,236-91.0% | $170,439-95.6% | $70,124-89.2% |
| Participation rate | 26.7% | 70.8%-44.2pp | 83.6%-56.9pp | 69.5%-42.9pp |
| Annual return | 12.45% | 23.06%-10.6pp | 205.94%-193.5pp | 73.14%-60.7pp |
| Employer contribution / active EE | $693 | $3,387-79.5% | $5,433-87.2% | $2,342-70.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,434 | $5,698-57.3% | $13,881-82.5% | $4,645-47.6% |