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 | $10,391 | $56,894-81.7% | $84,753-87.7% | $62,881-83.5% |
| Participation rate | 48.5% | 68.5%-20.1pp | 76.6%-28.1pp | 69.3%-20.8pp |
| Annual return | 9.49% | 6.30%+3.2pp | 22.78%-13.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $876 | $2,400-63.5% | $3,574-75.5% | $2,281-61.6% |
| Participant deferral / active EE | $2,348 | $2,709-13.3% | $3,712-36.7% | $3,203-26.7% |
| Admin fee / account holder | $441 | $3,581-87.7% | $5,333-91.7% | $4,296-89.7% |