Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $8,035 | $78,682-89.8% | $109,188-92.6% | $85,851-90.6% |
| Participation rate | 64.6% | 68.3%-3.7pp | 75.9%-11.3pp | 69.3%-4.7pp |
| Annual return | 13.81% | 25.09%-11.3pp | 25.76%-11.9pp | 318.63%-304.8pp |
| Employer contribution / active EE | $667 | $2,734-75.6% | $3,723-82.1% | $2,565-74.0% |
| Participant deferral / active EE | $1,722 | $3,468-50.3% | $4,654-63.0% | $3,952-56.4% |
| Admin fee / account holder | $939 | $5,470-82.8% | $6,755-86.1% | $6,261-85.0% |