Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,393 | $52,580-76.4% | $71,671-82.7% | $70,126-82.3% |
| Participation rate | 11.4% | 60.9%-49.4pp | 68.7%-57.3pp | 69.5%-58.1pp |
| Annual return | 21.68% | 20.25%+1.4pp | 20.65%+1.0pp | 73.15%-51.5pp |
| Employer contribution / active EE | $287 | $1,616-82.3% | $2,460-88.3% | $2,343-87.8% |
| Participant deferral / active EE | $862 | $2,386-63.9% | $3,438-74.9% | $3,332-74.1% |
| Admin fee / account holder | $1,531 | $3,653-58.1% | $5,558-72.5% | $4,645-67.0% |