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 | $10,415 | $52,580-80.2% | $71,671-85.5% | $70,126-85.1% |
| Participation rate | 40.7% | 60.9%-20.1pp | 68.7%-28.0pp | 69.5%-28.8pp |
| Annual return | 13.84% | 20.25%-6.4pp | 20.65%-6.8pp | 73.15%-59.3pp |
| Employer contribution / active EE | $729 | $1,616-54.9% | $2,460-70.3% | $2,343-68.9% |
| Participant deferral / active EE | $1,392 | $2,386-41.7% | $3,438-59.5% | $3,332-58.2% |
| Admin fee / account holder | $2,167 | $3,653-40.7% | $5,558-61.0% | $4,645-53.3% |