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 | $9,660 | $65,685-85.3% | $57,181-83.1% | $273,968-96.5% |
| Participation rate | 29.4% | 78.3%-48.9pp | 75.3%-45.9pp | 83.0%-53.6pp |
| Annual return | 9.38% | 21.99%-12.6pp | 14.59%-5.2pp | 41.45%-32.1pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,374 | $3,781-63.6% | $3,096-55.6% | $5,287-74.0% |
| Admin fee / account holder | $907 | $4,835-81.2% | $3,139-71.1% | $10,132-91.0% |