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 | $4,283 | $90,486-95.3% | $78,676-94.6% | $273,972-98.4% |
| Participation rate | 30.8% | 76.5%-45.8pp | 73.6%-42.8pp | 83.0%-52.2pp |
| Annual return | 8.22% | 75.62%-67.4pp | 62.19%-54.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $557 | $3,175-82.5% | $2,850-80.5% | $4,869-88.6% |
| Participant deferral / active EE | $590 | $3,901-84.9% | $3,517-83.2% | $5,287-88.8% |
| Admin fee / account holder | $1,299 | $5,263-75.3% | $4,510-71.2% | $10,133-87.2% |