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 | $5,061 | $55,932-91.0% | $76,735-93.4% | $67,986-92.6% |
| Participation rate | 64.7% | 50.8%+13.9pp | 69.5%-4.8pp | 57.2%+7.5pp |
| Annual return | 22.98% | 23.10%-0.1pp | 29.77%-6.8pp | 31.67%-8.7pp |
| Employer contribution / active EE | $333 | $1,487-77.6% | $2,454-86.4% | $2,019-83.5% |
| Participant deferral / active EE | $1,316 | $2,558-48.6% | $4,088-67.8% | $3,358-60.8% |
| Admin fee / account holder | $1,231 | $4,907-74.9% | $7,189-82.9% | $3,203-61.6% |