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 | $6,575 | $39,162-83.2% | $100,671-93.5% | $59,633-89.0% |
| Participation rate | 62.3% | 55.9%+6.5pp | 70.7%-8.4pp | 68.7%-6.4pp |
| Annual return | -1.28% | 21.07%-22.3pp | 20.43%-21.7pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $298 | $1,151-74.1% | $4,012-92.6% | $2,203-86.5% |
| Participant deferral / active EE | $846 | $1,992-57.6% | $3,144-73.1% | $3,192-73.5% |
| Admin fee / account holder | $1,678 | $2,969-43.5% | $4,850-65.4% | $4,297-61.0% |