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 | $10,948 | $49,791-78.0% | $78,210-86.0% | $70,126-84.4% |
| Participation rate | 56.8% | 62.3%-5.5pp | 68.7%-12.0pp | 69.5%-12.8pp |
| Annual return | 16.49% | 20.75%-4.3pp | 40.90%-24.4pp | 73.15%-56.7pp |
| Employer contribution / active EE | $560 | $1,430-60.8% | $2,034-72.5% | $2,343-76.1% |
| Participant deferral / active EE | $2,059 | $2,150-4.2% | $2,823-27.0% | $3,332-38.2% |
| Admin fee / account holder | $334 | $3,181-89.5% | $3,758-91.1% | $4,645-92.8% |