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 | $10,066 | $84,236-88.0% | $170,435-94.1% | $70,126-85.6% |
| Participation rate | 37.1% | 70.8%-33.7pp | 83.6%-46.5pp | 69.5%-32.4pp |
| Annual return | 17.56% | 23.06%-5.5pp | 205.94%-188.4pp | 73.15%-55.6pp |
| Employer contribution / active EE | $791 | $3,387-76.6% | $5,432-85.4% | $2,343-66.2% |
| Participant deferral / active EE | $2,044 | $3,086-33.8% | $4,939-58.6% | $3,332-38.6% |
| Admin fee / account holder | $2,040 | $5,698-64.2% | $13,881-85.3% | $4,645-56.1% |