Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $7,401 | $81,276-90.9% | $155,574-95.2% | $80,925-90.9% |
| Participation rate | 17.5% | 66.2%-48.7pp | 78.2%-60.7pp | 67.7%-50.2pp |
| Annual return | 20.70% | 33.36%-12.7pp | 64.87%-44.2pp | 35.65%-14.9pp |
| Employer contribution / active EE | $711 | $3,103-77.1% | $4,676-84.8% | $2,756-74.2% |
| Participant deferral / active EE | $1,093 | $3,453-68.3% | $5,629-80.6% | $4,299-74.6% |
| Admin fee / account holder | $7,103 | $7,993-11.1% | $15,914-55.4% | $6,940+2.4% |