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 | $10,802 | $52,678-79.5% | $75,784-85.7% | $59,633-81.9% |
| Participation rate | 29.5% | 67.2%-37.7pp | 75.8%-46.3pp | 68.7%-39.1pp |
| Annual return | 0.75% | 2.95%-2.2pp | 9.68%-8.9pp | 2041.45%-2040.7pp |
| Employer contribution / active EE | $537 | $2,193-75.5% | $3,323-83.8% | $2,203-75.6% |
| Participant deferral / active EE | $1,282 | $2,591-50.5% | $3,652-64.9% | $3,192-59.8% |
| Admin fee / account holder | $2,289 | $3,610-36.6% | $5,300-56.8% | $4,297-46.7% |