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 | $9,682 | $77,638-87.5% | $156,551-93.8% | $62,881-84.6% |
| Participation rate | 68.4% | 71.2%-2.8pp | 84.0%-15.6pp | 69.3%-0.9pp |
| Annual return | 7.75% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $368 | $3,444-89.3% | $5,501-93.3% | $2,281-83.9% |
| Participant deferral / active EE | $890 | $3,046-70.8% | $4,871-81.7% | $3,203-72.2% |
| Admin fee / account holder | $642 | $5,561-88.5% | $13,028-95.1% | $4,296-85.1% |