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 | $12,549 | $72,486-82.7% | $87,103-85.6% | $72,976-82.8% |
| Participation rate | 28.3% | 72.8%-44.5pp | 76.9%-48.6pp | 69.5%-41.2pp |
| Annual return | 31.23% | 24.46%+6.8pp | 28.19%+3.0pp | 81.02%-49.8pp |
| Employer contribution / active EE | $714 | $1,894-62.3% | $2,521-71.7% | $2,440-70.8% |
| Participant deferral / active EE | $1,496 | $3,270-54.2% | $4,049-63.1% | $3,608-58.5% |
| Admin fee / account holder | $1,376 | $5,055-72.8% | $7,491-81.6% | $5,124-73.2% |