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 | $15,785 | $70,435-77.6% | $96,575-83.7% | $85,856-81.6% |
| Participation rate | 56.3% | 61.8%-5.6pp | 69.8%-13.6pp | 69.3%-13.1pp |
| Annual return | 18.98% | 18.59%+0.4pp | 37.79%-18.8pp | 318.58%-299.6pp |
| Employer contribution / active EE | $694 | $1,413-50.9% | $2,357-70.5% | $2,565-72.9% |
| Participant deferral / active EE | $2,007 | $2,894-30.7% | $3,849-47.9% | $3,952-49.2% |
| Admin fee / account holder | $930 | $4,997-81.4% | $6,182-85.0% | $6,261-85.1% |