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 | $10,713 | $45,087-76.2% | $69,483-84.6% | $72,976-85.3% |
| Participation rate | 35.7% | 68.5%-32.8pp | 74.6%-38.9pp | 69.5%-33.8pp |
| Annual return | 52.03% | 22.67%+29.4pp | 28.99%+23.0pp | 81.02%-29.0pp |
| Employer contribution / active EE | $532 | $2,055-74.1% | $2,780-80.8% | $2,440-78.2% |
| Participant deferral / active EE | $1,023 | $2,603-60.7% | $3,537-71.1% | $3,608-71.6% |
| Admin fee / account holder | $947 | $3,057-69.0% | $3,841-75.4% | $5,124-81.5% |