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 | $14,608 | $93,346-84.4% | $71,796-79.7% | $273,972-94.7% |
| Participation rate | 61.1% | 76.5%-15.4pp | 69.1%-8.0pp | 83.0%-21.9pp |
| Annual return | 16.18% | 130.39%-114.2pp | 78.04%-61.9pp | 41.46%-25.3pp |
| Employer contribution / active EE | $1,552 | $2,733-43.2% | $1,924-19.4% | $4,869-68.1% |
| Participant deferral / active EE | $3,027 | $3,475-12.9% | $2,794+8.3% | $5,287-42.7% |
| Admin fee / account holder | $618 | $6,571-90.6% | $4,815-87.2% | $10,133-93.9% |