Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $6,710 | $53,596-87.5% | $90,657-92.6% | $64,173-89.5% |
| Participation rate | 51.7% | 64.5%-12.8pp | 74.0%-22.4pp | 69.6%-17.9pp |
| Annual return | 6.73% | 4.41%+2.3pp | 1.89%+4.8pp | 7.63%-0.9pp |
| Employer contribution / active EE | $960 | $1,503-36.1% | $2,532-62.1% | $2,381-59.7% |
| Participant deferral / active EE | $2,226 | $2,459-9.5% | $3,424-35.0% | $3,470-35.8% |
| Admin fee / account holder | $372 | $3,868-90.4% | $4,994-92.6% | $4,887-92.4% |