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 | $14,241 | $72,492-80.4% | $87,104-83.7% | $72,975-80.5% |
| Participation rate | 60.6% | 72.8%-12.2pp | 76.9%-16.3pp | 69.5%-8.9pp |
| Annual return | 20.37% | 24.46%-4.1pp | 28.19%-7.8pp | 81.01%-60.6pp |
| Employer contribution / active EE | $643 | $1,894-66.1% | $2,521-74.5% | $2,440-73.7% |
| Participant deferral / active EE | $1,467 | $3,270-55.1% | $4,048-63.8% | $3,608-59.3% |
| Admin fee / account holder | $1,393 | $5,055-72.4% | $7,491-81.4% | $5,124-72.8% |