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 | $9,298 | $84,236-89.0% | $170,435-94.5% | $70,126-86.7% |
| Participation rate | 40.5% | 70.8%-30.3pp | 83.6%-43.1pp | 69.5%-29.0pp |
| Annual return | 18.57% | 23.06%-4.5pp | 205.94%-187.4pp | 73.15%-54.6pp |
| Employer contribution / active EE | $600 | $3,387-82.3% | $5,432-89.0% | $2,343-74.4% |
| Participant deferral / active EE | $1,201 | $3,086-61.1% | $4,939-75.7% | $3,332-64.0% |
| Admin fee / account holder | $1,856 | $5,698-67.4% | $13,881-86.6% | $4,645-60.0% |