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 | $11,231 | $60,349-81.4% | $74,184-84.9% | $62,881-82.1% |
| Participation rate | 44.3% | 72.7%-28.5pp | 76.6%-32.4pp | 69.3%-25.0pp |
| Annual return | 28.34% | 21.38%+7.0pp | 17.74%+10.6pp | 20.14%+8.2pp |
| Employer contribution / active EE | $869 | $1,680-48.3% | $2,370-63.3% | $2,281-61.9% |
| Participant deferral / active EE | $1,898 | $2,856-33.6% | $3,550-46.5% | $3,203-40.7% |
| Admin fee / account holder | $395 | $4,261-90.7% | $5,586-92.9% | $4,296-90.8% |