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 | $11,426 | $113,338-89.9% | $94,993-88.0% | $147,586-92.3% |
| Participation rate | 33.3% | 78.0%-44.6pp | 73.9%-40.6pp | 82.8%-49.5pp |
| Annual return | 10.08% | 20.80%-10.7pp | 27.14%-17.1pp | 578.59%-568.5pp |
| Employer contribution / active EE | $419 | $3,160-86.7% | $2,603-83.9% | $4,876-91.4% |
| Participant deferral / active EE | $419 | $3,777-88.9% | $3,317-87.4% | $5,439-92.3% |
| Admin fee / account holder | $2,289 | $6,063-62.2% | $4,960-53.8% | $10,886-79.0% |