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 | $7,667 | $96,956-92.1% | $69,779-89.0% | $273,972-97.2% |
| Participation rate | 27.8% | 77.1%-49.3pp | 71.8%-44.0pp | 83.0%-55.2pp |
| Annual return | 5.50% | 12.93%-7.4pp | 12.99%-7.5pp | 41.46%-36.0pp |
| Employer contribution / active EE | $768 | $3,316-76.8% | $2,338-67.2% | $4,869-84.2% |
| Participant deferral / active EE | $1,101 | $3,744-70.6% | $2,931-62.4% | $5,287-79.2% |
| Admin fee / account holder | $6,078 | $7,934-23.4% | $4,381+38.7% | $10,133-40.0% |