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 | $15,168 | $181,896-91.7% | $156,551-90.3% | $273,972-94.5% |
| Participation rate | 58.3% | 88.4%-30.1pp | 84.0%-25.7pp | 83.0%-24.7pp |
| Annual return | 14.02% | 30.74%-16.7pp | 32.23%-18.2pp | 41.46%-27.4pp |
| Employer contribution / active EE | $1,648 | $6,248-73.6% | $5,501-70.1% | $4,869-66.2% |
| Participant deferral / active EE | $3,675 | $5,550-33.8% | $4,871-24.6% | $5,287-30.5% |
| Admin fee / account holder | $4,255 | $15,560-72.7% | $13,028-67.3% | $10,133-58.0% |