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 | $15,674 | $72,012-78.2% | $185,827-91.6% | $79,858-80.4% |
| Participation rate | 41.1% | 65.8%-24.7pp | 78.0%-37.0pp | 69.6%-28.6pp |
| Annual return | 20.15% | 23.12%-3.0pp | 35.96%-15.8pp | 31.72%-11.6pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,331 | $3,779-38.3% | $5,633-58.6% | $3,740-37.7% |
| Admin fee / account holder | $1,969 | $4,513-56.4% | $9,502-79.3% | $5,306-62.9% |