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 | $15,723 | $42,546-63.0% | $71,796-78.1% | $55,167-71.5% |
| Participation rate | 42.7% | 59.1%-16.4pp | 69.1%-26.4pp | 69.0%-26.3pp |
| Annual return | 5.82% | 12.36%-6.5pp | 78.04%-72.2pp | 169.23%-163.4pp |
| Employer contribution / active EE | $466 | $803-42.0% | $1,924-75.8% | $1,963-76.3% |
| Participant deferral / active EE | $2,267 | $2,064+9.8% | $2,794-18.9% | $3,054-25.8% |
| Admin fee / account holder | $772 | $650+18.8% | $4,815-84.0% | $504+53.2% |