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 | $12,072 | $46,877-74.2% | $122,354-90.1% | $70,126-82.8% |
| Participation rate | 45.2% | 58.2%-13.0pp | 71.6%-26.4pp | 69.5%-24.3pp |
| Annual return | 13.99% | 24.22%-10.2pp | 30.28%-16.3pp | 73.15%-59.2pp |
| Employer contribution / active EE | $729 | $1,288-43.4% | $4,051-82.0% | $2,343-68.9% |
| Participant deferral / active EE | $949 | $2,167-56.2% | $3,287-71.1% | $3,332-71.5% |
| Admin fee / account holder | $615 | $3,324-81.5% | $5,479-88.8% | $4,645-86.8% |