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 | $12,560 | $84,236-85.1% | $170,439-92.6% | $70,124-82.1% |
| Participation rate | 60.6% | 70.8%-10.2pp | 83.6%-23.0pp | 69.5%-8.9pp |
| Annual return | 13.90% | 23.06%-9.2pp | 205.94%-192.0pp | 73.14%-59.2pp |
| Employer contribution / active EE | $703 | $3,387-79.2% | $5,433-87.1% | $2,342-70.0% |
| Participant deferral / active EE | $1,887 | $3,086-38.9% | $4,939-61.8% | $3,332-43.4% |
| Admin fee / account holder | $1,198 | $5,698-79.0% | $13,881-91.4% | $4,645-74.2% |