Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $7,942 | $55,684-85.7% | $75,900-89.5% | $72,976-89.1% |
| Participation rate | 58.1% | 61.1%-3.1pp | 69.3%-11.2pp | 69.5%-11.4pp |
| Annual return | 27.39% | 27.60%-0.2pp | 30.73%-3.3pp | 81.02%-53.6pp |
| Employer contribution / active EE | $874 | $1,687-48.2% | $2,501-65.0% | $2,440-64.2% |
| Participant deferral / active EE | $1,815 | $2,634-31.1% | $3,604-49.6% | $3,608-49.7% |
| Admin fee / account holder | $412 | $3,981-89.7% | $5,421-92.4% | $5,124-92.0% |