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 | $13,936 | $54,541-74.4% | $78,778-82.3% | $70,131-80.1% |
| Participation rate | 47.4% | 60.8%-13.4pp | 69.2%-21.8pp | 69.5%-22.2pp |
| Annual return | 16.60% | 21.07%-4.5pp | 35.62%-19.0pp | 73.14%-56.5pp |
| Employer contribution / active EE | $348 | $1,089-68.0% | $1,986-82.5% | $2,342-85.1% |
| Participant deferral / active EE | $1,467 | $2,210-33.6% | $2,958-50.4% | $3,332-56.0% |
| Admin fee / account holder | $771 | $3,709-79.2% | $5,134-85.0% | $4,645-83.4% |