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 | $11,756 | $77,638-84.9% | $156,551-92.5% | $62,881-81.3% |
| Participation rate | 69.2% | 71.2%-2.0pp | 84.0%-14.8pp | 69.3%-0.1pp |
| Annual return | 7.78% | 50.33%-42.5pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $424 | $3,444-87.7% | $5,501-92.3% | $2,281-81.4% |
| Participant deferral / active EE | $918 | $3,046-69.9% | $4,871-81.2% | $3,203-71.4% |
| Admin fee / account holder | $514 | $5,561-90.8% | $13,028-96.1% | $4,296-88.0% |