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 | $18,959 | $54,541-65.2% | $78,778-75.9% | $70,126-73.0% |
| Participation rate | 41.9% | 60.8%-18.9pp | 69.2%-27.3pp | 69.5%-27.6pp |
| Annual return | 91.07% | 21.07%+70.0pp | 35.62%+55.4pp | 73.15%+17.9pp |
| Employer contribution / active EE | $1,421 | $1,089+30.6% | $1,986-28.4% | $2,343-39.3% |
| Participant deferral / active EE | $2,293 | $2,210+3.8% | $2,958-22.5% | $3,332-31.2% |
| Admin fee / account holder | $612 | $3,709-83.5% | $5,134-88.1% | $4,645-86.8% |