Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $6,910 | $52,580-86.9% | $71,671-90.4% | $70,126-90.1% |
| Participation rate | 40.0% | 60.9%-20.9pp | 68.7%-28.7pp | 69.5%-29.5pp |
| Annual return | 18.69% | 20.25%-1.6pp | 20.65%-2.0pp | 73.15%-54.5pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $965 | $2,386-59.6% | $3,438-71.9% | $3,332-71.0% |
| Admin fee / account holder | $551 | $3,653-84.9% | $5,558-90.1% | $4,645-88.1% |