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 | $14,189 | $91,559-84.5% | $133,971-89.4% | $79,852-82.2% |
| Participation rate | 58.8% | 73.3%-14.5pp | 79.8%-21.0pp | 69.6%-10.8pp |
| Annual return | 21.22% | 61.85%-40.6pp | 45.09%-23.9pp | 31.72%-10.5pp |
| Employer contribution / active EE | $1,588 | $2,384-33.4% | $3,919-59.5% | $2,471-35.7% |
| Participant deferral / active EE | $2,566 | $3,734-31.3% | $5,047-49.2% | $3,740-31.4% |
| Admin fee / account holder | $907 | $6,321-85.7% | $8,929-89.8% | $5,306-82.9% |