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 | $7,615 | $82,523-90.8% | $115,752-93.4% | $70,126-89.1% |
| Participation rate | 68.3% | 74.0%-5.7pp | 77.8%-9.5pp | 69.5%-1.2pp |
| Annual return | 13.90% | 28.22%-14.3pp | 19.41%-5.5pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,796 | $4,062-55.8% | $5,204-65.5% | $3,332-46.1% |
| Admin fee / account holder | $1,332 | $4,552-70.7% | $6,278-78.8% | $4,645-71.3% |