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 | $14,297 | $41,377-65.4% | $109,313-86.9% | $62,881-77.3% |
| Participation rate | 42.9% | 57.5%-14.7pp | 71.3%-28.4pp | 69.3%-26.4pp |
| Annual return | 6.34% | 11.05%-4.7pp | 22.07%-15.7pp | 20.14%-13.8pp |
| Employer contribution / active EE | $268 | $1,276-79.0% | $3,892-93.1% | $2,281-88.3% |
| Participant deferral / active EE | $1,266 | $2,045-38.1% | $3,166-60.0% | $3,203-60.5% |
| Admin fee / account holder | $332 | $2,884-88.5% | $5,666-94.1% | $4,296-92.3% |