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 | $5,974 | $91,198-93.4% | $178,503-96.7% | $79,856-92.5% |
| Participation rate | 25.0% | 69.2%-44.2pp | 81.9%-56.9pp | 69.6%-44.6pp |
| Annual return | 10.02% | 24.20%-14.2pp | 151.12%-141.1pp | 31.71%-21.7pp |
| Employer contribution / active EE | $1,178 | $3,257-63.8% | $5,011-76.5% | $2,471-52.3% |
| Participant deferral / active EE | $2,049 | $3,237-36.7% | $5,202-60.6% | $3,741-45.2% |
| Admin fee / account holder | $22,542 | $6,748+234.0% | $13,987+61.2% | $5,306+324.8% |