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 | $13,440 | $48,364-72.2% | $71,796-81.3% | $62,881-78.6% |
| Participation rate | 60.3% | 60.6%-0.3pp | 69.1%-8.8pp | 69.3%-9.0pp |
| Annual return | 9.17% | 13.16%-4.0pp | 78.04%-68.9pp | 20.14%-11.0pp |
| Employer contribution / active EE | $985 | $1,042-5.5% | $1,924-48.8% | $2,281-56.8% |
| Participant deferral / active EE | $2,113 | $2,091+1.0% | $2,794-24.4% | $3,203-34.0% |
| Admin fee / account holder | $1,959 | $3,771-48.1% | $4,815-59.3% | $4,296-54.4% |