Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $7,829 | $89,241-91.2% | $134,172-94.2% | $79,634-90.2% |
| Participation rate | 35.0% | 47.1%-12.1pp | 72.5%-37.5pp | 62.5%-27.5pp |
| Annual return | 19.48% | 16.69%+2.8pp | 25.30%-5.8pp | 36.46%-17.0pp |
| Employer contribution / active EE | $646 | $1,634-60.5% | $3,420-81.1% | $2,529-74.5% |
| Participant deferral / active EE | $891 | $2,288-61.1% | $4,690-81.0% | $3,835-76.8% |
| Admin fee / account holder | $1,243 | $1,359-8.5% | $12,016-89.7% | $1,002+24.1% |