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 | $10,616 | $47,944-77.9% | $67,834-84.3% | $62,881-83.1% |
| Participation rate | 50.0% | 61.1%-11.1pp | 68.8%-18.8pp | 69.3%-19.3pp |
| Annual return | 6.35% | 11.77%-5.4pp | 138.47%-132.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $864 | $1,562-44.7% | $2,403-64.0% | $2,281-62.1% |
| Participant deferral / active EE | $1,820 | $2,247-19.0% | $3,160-42.4% | $3,203-43.2% |
| Admin fee / account holder | $1,051 | $3,712-71.7% | $4,622-77.3% | $4,296-75.5% |