Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $9,404 | $78,690-88.0% | $161,489-94.2% | $87,485-89.3% |
| Participation rate | 50.0% | 67.5%-17.5pp | 78.7%-28.7pp | 68.9%-18.9pp |
| Annual return | 21.93% | 32.74%-10.8pp | 89.72%-67.8pp | 26.06%-4.1pp |
| Employer contribution / active EE | $593 | $2,588-77.1% | $4,268-86.1% | $2,596-77.2% |
| Participant deferral / active EE | $1,134 | $3,311-65.8% | $5,630-79.9% | $4,274-73.5% |
| Admin fee / account holder | $978 | $6,724-85.5% | $16,006-93.9% | $7,775-87.4% |