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 | $7,410 | $52,306-85.8% | $69,779-89.4% | $62,881-88.2% |
| Participation rate | 52.5% | 67.2%-14.7pp | 71.8%-19.3pp | 69.3%-16.8pp |
| Annual return | 12.08% | 13.35%-1.3pp | 12.99%-0.9pp | 20.14%-8.1pp |
| Employer contribution / active EE | $777 | $1,799-56.8% | $2,338-66.8% | $2,281-65.9% |
| Participant deferral / active EE | $1,326 | $2,395-44.6% | $2,931-54.8% | $3,203-58.6% |
| Admin fee / account holder | $1,003 | $3,691-72.8% | $4,381-77.1% | $4,296-76.6% |