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 | $10,509 | $84,236-87.5% | $170,435-93.8% | $70,126-85.0% |
| Participation rate | 45.0% | 70.8%-25.8pp | 83.6%-38.6pp | 69.5%-24.5pp |
| Annual return | 12.77% | 23.06%-10.3pp | 205.94%-193.2pp | 73.15%-60.4pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,512 | $3,086-51.0% | $4,939-69.4% | $3,332-54.6% |
| Admin fee / account holder | $16,681 | $5,698+192.7% | $13,881+20.2% | $4,645+259.1% |