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 | $13,180 | $47,944-72.5% | $67,834-80.6% | $62,881-79.0% |
| Participation rate | 64.7% | 61.1%+3.6pp | 68.8%-4.1pp | 69.3%-4.6pp |
| Annual return | 5.36% | 11.77%-6.4pp | 138.47%-133.1pp | 20.14%-14.8pp |
| Employer contribution / active EE | $382 | $1,562-75.5% | $2,403-84.1% | $2,281-83.2% |
| Participant deferral / active EE | $1,266 | $2,247-43.7% | $3,160-59.9% | $3,203-60.5% |
| Admin fee / account holder | $800 | $3,712-78.4% | $4,622-82.7% | $4,296-81.4% |