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 | $8,466 | $84,236-89.9% | $170,435-95.0% | $70,126-87.9% |
| Participation rate | 68.2% | 70.8%-2.6pp | 83.6%-15.4pp | 69.5%-1.3pp |
| Annual return | 20.12% | 23.06%-2.9pp | 205.94%-185.8pp | 73.15%-53.0pp |
| Employer contribution / active EE | $519 | $3,387-84.7% | $5,432-90.4% | $2,343-77.8% |
| Participant deferral / active EE | $1,453 | $3,086-52.9% | $4,939-70.6% | $3,332-56.4% |
| Admin fee / account holder | $444 | $5,698-92.2% | $13,881-96.8% | $4,645-90.4% |