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 | $11,246 | $101,063-88.9% | $81,473-86.2% | $147,586-92.4% |
| Participation rate | 45.5% | 74.5%-29.0pp | 68.0%-22.5pp | 82.8%-37.4pp |
| Annual return | 14.91% | 32.41%-17.5pp | 38.78%-23.9pp | 578.59%-563.7pp |
| Employer contribution / active EE | $791 | $3,206-75.3% | $2,568-69.2% | $4,876-83.8% |
| Participant deferral / active EE | $827 | $4,242-80.5% | $3,537-76.6% | $5,439-84.8% |
| Admin fee / account holder | $1,268 | $5,812-78.2% | $4,561-72.2% | $10,886-88.3% |