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 | $9,639 | $93,064-89.6% | $74,577-87.1% | $273,972-96.5% |
| Participation rate | 33.3% | 74.9%-41.6pp | 68.1%-34.8pp | 83.0%-49.7pp |
| Annual return | 8.11% | 26.18%-18.1pp | 20.47%-12.4pp | 41.46%-33.3pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $806 | $4,160-80.6% | $3,458-76.7% | $5,287-84.8% |
| Admin fee / account holder | $2,405 | $5,273-54.4% | $4,138-41.9% | $10,133-76.3% |