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 | $10,659 | $58,512-81.8% | $84,020-87.3% | $72,983-85.4% |
| Participation rate | 47.5% | 61.2%-13.7pp | 69.0%-21.5pp | 69.5%-22.0pp |
| Annual return | 22.92% | 28.93%-6.0pp | 71.31%-48.4pp | 81.01%-58.1pp |
| Employer contribution / active EE | $942 | $1,163-19.0% | $1,984-52.5% | $2,440-61.4% |
| Participant deferral / active EE | $1,334 | $2,394-44.3% | $3,239-58.8% | $3,608-63.0% |
| Admin fee / account holder | $1,872 | $4,569-59.0% | $6,101-69.3% | $5,124-63.5% |