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 | $14,758 | $70,418-79.0% | $96,570-84.7% | $85,847-82.8% |
| Participation rate | 62.3% | 61.8%+0.5pp | 69.8%-7.6pp | 69.3%-7.1pp |
| Annual return | 12.14% | 18.59%-6.5pp | 37.79%-25.7pp | 318.61%-306.5pp |
| Employer contribution / active EE | $794 | $1,413-43.8% | $2,357-66.3% | $2,565-69.1% |
| Participant deferral / active EE | $2,224 | $2,894-23.2% | $3,849-42.2% | $3,952-43.7% |
| Admin fee / account holder | $681 | $4,995-86.4% | $6,182-89.0% | $6,261-89.1% |