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 | $16,684 | $88,583-81.2% | $88,497-81.1% | $273,972-93.9% |
| Participation rate | 68.8% | 83.5%-14.7pp | 82.4%-13.7pp | 83.0%-14.3pp |
| Annual return | 3.07% | 5.68%-2.6pp | 7.63%-4.6pp | 41.46%-38.4pp |
| Employer contribution / active EE | $1,508 | $4,502-66.5% | $4,036-62.6% | $4,869-69.0% |
| Participant deferral / active EE | $1,751 | $4,891-64.2% | $4,899-64.3% | $5,287-66.9% |
| Admin fee / account holder | $405 | $8,980-95.5% | $6,220-93.5% | $10,133-96.0% |