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 | $14,351 | $53,774-73.3% | $134,162-89.3% | $79,852-82.0% |
| Participation rate | 60.0% | 58.8%+1.2pp | 72.2%-12.2pp | 69.6%-9.6pp |
| Annual return | 11.65% | 19.01%-7.4pp | 36.35%-24.7pp | 31.72%-20.1pp |
| Employer contribution / active EE | $243 | $1,322-81.6% | $3,705-93.4% | $2,471-90.2% |
| Participant deferral / active EE | $1,515 | $2,420-37.4% | $3,500-56.7% | $3,740-59.5% |
| Admin fee / account holder | $2,610 | $3,985-34.5% | $6,685-61.0% | $5,306-50.8% |