Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $8,869 | $46,534-80.9% | $64,097-86.2% | $75,177-88.2% |
| Participation rate | 62.0% | 65.9%-4.0pp | 72.3%-10.3pp | 67.2%-5.2pp |
| Annual return | 18.89% | 26.07%-7.2pp | 33.75%-14.9pp | 160.75%-141.9pp |
| Employer contribution / active EE | $889 | $1,976-55.0% | $2,750-67.7% | $2,671-66.7% |
| Participant deferral / active EE | $1,564 | $2,835-44.8% | $3,881-59.7% | $4,126-62.1% |
| Admin fee / account holder | $559 | $2,957-81.1% | $3,070-81.8% | $5,651-90.1% |