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 | $14,358 | $56,054-74.4% | $171,082-91.6% | $62,881-77.2% |
| Participation rate | 33.3% | 62.9%-29.5pp | 76.7%-43.4pp | 69.3%-36.0pp |
| Annual return | 8.12% | 22.52%-14.4pp | 32.56%-24.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $930 | $1,731-46.3% | $4,002-76.8% | $2,281-59.2% |
| Participant deferral / active EE | $1,849 | $3,158-41.4% | $4,797-61.5% | $3,203-42.3% |
| Admin fee / account holder | $651 | $3,647-82.1% | $8,520-92.4% | $4,296-84.8% |