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 | $16,500 | $56,894-71.0% | $84,753-80.5% | $62,881-73.8% |
| Participation rate | 63.0% | 68.5%-5.5pp | 76.6%-13.6pp | 69.3%-6.3pp |
| Annual return | 11.24% | 6.30%+4.9pp | 22.78%-11.5pp | 20.14%-8.9pp |
| Employer contribution / active EE | $992 | $2,400-58.7% | $3,574-72.2% | $2,281-56.5% |
| Participant deferral / active EE | $1,613 | $2,709-40.4% | $3,712-56.5% | $3,203-49.6% |
| Admin fee / account holder | $641 | $3,581-82.1% | $5,333-88.0% | $4,296-85.1% |