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 | $11,049 | $43,496-74.6% | $161,489-93.2% | $64,340-82.8% |
| Participation rate | 53.6% | 53.5%+0.1pp | 78.7%-25.1pp | 55.2%-1.6pp |
| Annual return | 23.98% | 20.76%+3.2pp | 89.72%-65.7pp | 24.14%-0.2pp |
| Employer contribution / active EE | $885 | $1,431-38.1% | $4,268-79.3% | $1,862-52.5% |
| Participant deferral / active EE | $1,901 | $1,996-4.7% | $5,630-66.2% | $2,980-36.2% |
| Admin fee / account holder | $680 | $2,330-70.8% | $16,006-95.7% | $3,703-81.6% |