Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $11,839 | $65,034-81.8% | $90,970-87.0% | $79,856-85.2% |
| Participation rate | 29.5% | 61.6%-32.1pp | 69.0%-39.5pp | 69.6%-40.1pp |
| Annual return | 29.72% | 30.45%-0.7pp | 134.60%-104.9pp | 31.71%-2.0pp |
| Employer contribution / active EE | $846 | $1,247-32.2% | $2,122-60.1% | $2,471-65.8% |
| Participant deferral / active EE | $1,234 | $2,512-50.9% | $3,373-63.4% | $3,741-67.0% |
| Admin fee / account holder | $890 | $4,536-80.4% | $5,961-85.1% | $5,306-83.2% |