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 | $8,798 | $90,486-90.3% | $78,676-88.8% | $273,972-96.8% |
| Participation rate | 26.7% | 76.5%-49.9pp | 73.6%-46.9pp | 83.0%-56.3pp |
| Annual return | 6.35% | 75.62%-69.3pp | 62.19%-55.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $96 | $3,175-97.0% | $2,850-96.6% | $4,869-98.0% |
| Participant deferral / active EE | $558 | $3,901-85.7% | $3,517-84.1% | $5,287-89.5% |
| Admin fee / account holder | $5,189 | $5,263-1.4% | $4,510+15.1% | $10,133-48.8% |