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 | $16,567 | $58,828-71.8% | $78,002-78.8% | $62,881-73.7% |
| Participation rate | 61.5% | 71.1%-9.5pp | 75.5%-14.0pp | 69.3%-7.8pp |
| Annual return | 12.35% | 17.16%-4.8pp | 425.99%-413.6pp | 20.14%-7.8pp |
| Employer contribution / active EE | $552 | $1,672-67.0% | $2,470-77.7% | $2,281-75.8% |
| Participant deferral / active EE | $1,188 | $2,686-55.8% | $3,497-66.0% | $3,203-62.9% |
| Admin fee / account holder | $3,886 | $4,393-11.6% | $5,481-29.1% | $4,296-9.5% |