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 | $14,930 | $72,486-79.4% | $87,103-82.9% | $72,976-79.5% |
| Participation rate | 48.8% | 72.8%-24.0pp | 76.9%-28.1pp | 69.5%-20.7pp |
| Annual return | 19.35% | 24.46%-5.1pp | 28.19%-8.8pp | 81.02%-61.7pp |
| Employer contribution / active EE | $555 | $1,894-70.7% | $2,521-78.0% | $2,440-77.2% |
| Participant deferral / active EE | $1,536 | $3,270-53.0% | $4,049-62.1% | $3,608-57.4% |
| Admin fee / account holder | $4,392 | $5,055-13.1% | $7,491-41.4% | $5,124-14.3% |