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 | $14,397 | $49,025-70.6% | $87,502-83.5% | $62,881-77.1% |
| Participation rate | 44.6% | 64.9%-20.3pp | 73.8%-29.2pp | 69.3%-24.7pp |
| Annual return | 5.06% | 10.02%-5.0pp | 12.21%-7.2pp | 20.14%-15.1pp |
| Employer contribution / active EE | $859 | $1,372-37.4% | $2,550-66.3% | $2,281-62.4% |
| Participant deferral / active EE | $1,861 | $2,289-18.7% | $3,149-40.9% | $3,203-41.9% |
| Admin fee / account holder | $845 | $4,065-79.2% | $4,221-80.0% | $4,296-80.3% |