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 | $7,522 | $90,486-91.7% | $78,676-90.4% | $273,972-97.3% |
| Participation rate | 16.7% | 76.5%-59.9pp | 73.6%-56.9pp | 83.0%-66.3pp |
| Annual return | 9.07% | 75.62%-66.6pp | 62.19%-53.1pp | 41.46%-32.4pp |
| Employer contribution / active EE | $256 | $3,175-92.0% | $2,850-91.0% | $4,869-94.8% |
| Participant deferral / active EE | $1,458 | $3,901-62.6% | $3,517-58.5% | $5,287-72.4% |
| Admin fee / account holder | $2,431 | $5,263-53.8% | $4,510-46.1% | $10,133-76.0% |