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 | $15,148 | $56,894-73.4% | $84,753-82.1% | $62,881-75.9% |
| Participation rate | 33.3% | 68.5%-35.2pp | 76.6%-43.3pp | 69.3%-36.0pp |
| Annual return | 5.99% | 6.30%-0.3pp | 22.78%-16.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $632 | $2,400-73.7% | $3,574-82.3% | $2,281-72.3% |
| Participant deferral / active EE | $1,113 | $2,709-58.9% | $3,712-70.0% | $3,203-65.3% |
| Admin fee / account holder | $1,194 | $3,581-66.7% | $5,333-77.6% | $4,296-72.2% |