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 | $6,780 | $103,949-93.5% | $69,182-90.2% | $273,972-97.5% |
| Participation rate | 25.0% | 67.4%-42.4pp | 55.1%-30.1pp | 83.0%-58.0pp |
| Annual return | 7.90% | 35.28%-27.4pp | -21.93%+29.8pp | 41.46%-33.6pp |
| Employer contribution / active EE | $489 | $1,783-72.6% | $1,206-59.5% | $4,869-90.0% |
| Participant deferral / active EE | $610 | $2,716-77.5% | $1,897-67.8% | $5,287-88.5% |
| Admin fee / account holder | $1,598 | $3,671-56.5% | $2,697-40.7% | $10,133-84.2% |