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 | $7,118 | $41,377-82.8% | $109,313-93.5% | $62,881-88.7% |
| Participation rate | 67.5% | 57.5%+9.9pp | 71.3%-3.8pp | 69.3%-1.8pp |
| Annual return | 9.06% | 11.05%-2.0pp | 22.07%-13.0pp | 20.14%-11.1pp |
| Employer contribution / active EE | $883 | $1,276-30.8% | $3,892-77.3% | $2,281-61.3% |
| Participant deferral / active EE | $1,121 | $2,045-45.2% | $3,166-64.6% | $3,203-65.0% |
| Admin fee / account holder | $483 | $2,884-83.2% | $5,666-91.5% | $4,296-88.7% |