Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $5,238 | $47,848-89.1% | $81,478-93.6% | $70,131-92.5% |
| Participation rate | 41.2% | 58.3%-17.1pp | 68.0%-26.8pp | 69.5%-28.4pp |
| Annual return | 31.46% | 27.25%+4.2pp | 38.78%-7.3pp | 73.14%-41.7pp |
| Employer contribution / active EE | $926 | $1,527-39.4% | $2,568-63.9% | $2,342-60.5% |
| Participant deferral / active EE | $1,443 | $2,453-41.2% | $3,537-59.2% | $3,332-56.7% |
| Admin fee / account holder | $660 | $3,145-79.0% | $4,561-85.5% | $4,645-85.8% |