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 | $8,087 | $67,894-88.1% | $89,340-90.9% | $82,448-90.2% |
| Participation rate | 34.5% | 64.0%-29.6pp | 69.6%-35.1pp | 68.1%-33.6pp |
| Annual return | 15.39% | 19.21%-3.8pp | 20.57%-5.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $520 | $1,828-71.6% | $2,231-76.7% | $2,551-79.6% |
| Participant deferral / active EE | $1,976 | $3,072-35.7% | $3,823-48.3% | $4,139-52.3% |
| Admin fee / account holder | $2,175 | $5,723-62.0% | $6,704-67.6% | $7,234-69.9% |