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 | $9,725 | $103,949-90.6% | $69,182-85.9% | $273,972-96.5% |
| Participation rate | 47.1% | 67.4%-20.3pp | 55.1%-8.1pp | 83.0%-36.0pp |
| Annual return | 6.05% | 35.28%-29.2pp | -21.93%+28.0pp | 41.46%-35.4pp |
| Employer contribution / active EE | $102 | $1,783-94.3% | $1,206-91.5% | $4,869-97.9% |
| Participant deferral / active EE | $1,019 | $2,716-62.5% | $1,897-46.3% | $5,287-80.7% |
| Admin fee / account holder | $601 | $3,671-83.6% | $2,697-77.7% | $10,133-94.1% |