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 | $13,752 | $84,236-83.7% | $170,439-91.9% | $70,124-80.4% |
| Participation rate | 65.1% | 70.8%-5.7pp | 83.6%-18.5pp | 69.5%-4.4pp |
| Annual return | 16.97% | 23.06%-6.1pp | 205.94%-189.0pp | 73.14%-56.2pp |
| Employer contribution / active EE | $909 | $3,387-73.2% | $5,433-83.3% | $2,342-61.2% |
| Participant deferral / active EE | $2,221 | $3,086-28.0% | $4,939-55.0% | $3,332-33.3% |
| Admin fee / account holder | $341 | $5,698-94.0% | $13,881-97.5% | $4,645-92.7% |