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 | $5,711 | $58,523-90.2% | $99,470-94.3% | $72,983-92.2% |
| Participation rate | 48.5% | 64.6%-16.1pp | 73.8%-25.3pp | 69.5%-21.0pp |
| Annual return | 36.40% | 28.51%+7.9pp | 30.72%+5.7pp | 81.01%-44.6pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,412 | $2,606-45.8% | $3,619-61.0% | $3,608-60.9% |
| Admin fee / account holder | $638 | $4,102-84.4% | $6,252-89.8% | $5,124-87.5% |