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 | $5,844 | $81,262-92.8% | $155,602-96.2% | $80,911-92.8% |
| Participation rate | 68.0% | 66.2%+1.8pp | 78.2%-10.2pp | 67.6%+0.4pp |
| Annual return | 17.85% | 33.34%-15.5pp | 64.81%-47.0pp | 35.63%-17.8pp |
| Employer contribution / active EE | $539 | $3,102-82.6% | $4,675-88.5% | $2,756-80.5% |
| Participant deferral / active EE | $922 | $3,451-73.3% | $5,629-83.6% | $4,297-78.5% |
| Admin fee / account holder | $4,934 | $7,992-38.3% | $15,923-69.0% | $6,935-28.8% |