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 | $17,650 | $65,027-72.9% | $90,970-80.6% | $79,852-77.9% |
| Participation rate | 33.3% | 61.6%-28.3pp | 69.0%-35.7pp | 69.6%-36.3pp |
| Annual return | 22.62% | 30.45%-7.8pp | 134.58%-112.0pp | 31.72%-9.1pp |
| Employer contribution / active EE | $523 | $1,247-58.1% | $2,122-75.4% | $2,471-78.9% |
| Participant deferral / active EE | $1,607 | $2,512-36.0% | $3,373-52.4% | $3,740-57.0% |
| Admin fee / account holder | $569 | $4,535-87.5% | $5,960-90.5% | $5,306-89.3% |