Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,036 | $58,493-77.7% | $84,021-84.5% | $72,975-82.1% |
| Participation rate | 46.2% | 61.2%-15.1pp | 69.0%-22.9pp | 69.5%-23.3pp |
| Annual return | 24.11% | 28.93%-4.8pp | 71.32%-47.2pp | 81.01%-56.9pp |
| Employer contribution / active EE | $245 | $1,163-78.9% | $1,984-87.6% | $2,440-89.9% |
| Participant deferral / active EE | $1,145 | $2,394-52.2% | $3,239-64.6% | $3,608-68.3% |
| Admin fee / account holder | $1,040 | $4,569-77.2% | $6,102-83.0% | $5,124-79.7% |