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 | $7,809 | $45,050-82.7% | $63,018-87.6% | $70,126-88.9% |
| Participation rate | 56.0% | 69.5%-13.5pp | 74.8%-18.8pp | 69.5%-13.5pp |
| Annual return | 15.91% | 18.76%-2.9pp | 87.62%-71.7pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,790 | $2,466-27.4% | $3,330-46.2% | $3,332-46.3% |
| Admin fee / account holder | $933 | $2,834-67.1% | $3,601-74.1% | $4,645-79.9% |