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 | $17,862 | $176,402-89.9% | $134,162-86.7% | $158,982-88.8% |
| Participation rate | 35.3% | 78.7%-43.4pp | 72.2%-36.9pp | 82.0%-46.7pp |
| Annual return | 11.00% | 63.66%-52.7pp | 36.35%-25.3pp | 302.99%-292.0pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,644 | $4,093-59.8% | $3,500-53.0% | $5,983-72.5% |
| Admin fee / account holder | $4,375 | $8,719-49.8% | $6,685-34.6% | $11,252-61.1% |