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 | $9,501 | $62,592-84.8% | $85,709-88.9% | $85,847-88.9% |
| Participation rate | 38.4% | 61.1%-22.8pp | 69.9%-31.5pp | 69.3%-31.0pp |
| Annual return | 18.06% | 23.77%-5.7pp | 21.49%-3.4pp | 318.61%-300.5pp |
| Employer contribution / active EE | $645 | $1,755-63.3% | $2,619-75.4% | $2,565-74.9% |
| Participant deferral / active EE | $1,541 | $2,802-45.0% | $3,924-60.7% | $3,952-61.0% |
| Admin fee / account holder | $711 | $4,643-84.7% | $6,876-89.7% | $6,261-88.6% |