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 | $10,590 | $58,099-81.8% | $76,872-86.2% | $75,173-85.9% |
| Participation rate | 68.8% | 63.9%+4.9pp | 69.6%-0.8pp | 67.2%+1.5pp |
| Annual return | 17.66% | 26.71%-9.1pp | 37.90%-20.2pp | 160.72%-143.1pp |
| Employer contribution / active EE | $626 | $1,996-68.6% | $2,533-75.3% | $2,671-76.6% |
| Participant deferral / active EE | $2,492 | $2,999-16.9% | $3,832-35.0% | $4,126-39.6% |
| Admin fee / account holder | $492 | $4,778-89.7% | $5,476-91.0% | $5,651-91.3% |