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 | $14,772 | $54,541-72.9% | $78,778-81.2% | $70,126-78.9% |
| Participation rate | 44.0% | 60.8%-16.8pp | 69.2%-25.1pp | 69.5%-25.5pp |
| Annual return | 18.12% | 21.07%-3.0pp | 35.62%-17.5pp | 73.15%-55.0pp |
| Employer contribution / active EE | $1,152 | $1,089+5.8% | $1,986-42.0% | $2,343-50.8% |
| Participant deferral / active EE | $1,959 | $2,210-11.4% | $2,958-33.8% | $3,332-41.2% |
| Admin fee / account holder | $866 | $3,709-76.7% | $5,134-83.1% | $4,645-81.4% |