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 | $9,318 | $54,541-82.9% | $78,778-88.2% | $70,126-86.7% |
| Participation rate | 37.1% | 60.8%-23.7pp | 69.2%-32.0pp | 69.5%-32.4pp |
| Annual return | 15.12% | 21.07%-6.0pp | 35.62%-20.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $739 | $1,089-32.1% | $1,986-62.8% | $2,343-68.5% |
| Participant deferral / active EE | $1,112 | $2,210-49.7% | $2,958-62.4% | $3,332-66.6% |
| Admin fee / account holder | $533 | $3,709-85.6% | $5,134-89.6% | $4,645-88.5% |