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 | $32,181 | $177,595-81.9% | $148,496-78.3% | $198,609-83.8% |
| Participation rate | 57.1% | 79.3%-22.1pp | 76.0%-18.9pp | 82.4%-25.2pp |
| Annual return | 6.68% | 9.97%-3.3pp | 12.33%-5.6pp | 202.70%-196.0pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $7,722 | $5,539+39.4% | $4,808+60.6% | $6,977+10.7% |
| Admin fee / account holder | $36,928 | $27,010+36.7% | $19,547+88.9% | $19,030+94.1% |