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 | $11,978 | $65,027-81.6% | $90,970-86.8% | $79,852-85.0% |
| Participation rate | 60.6% | 61.6%-1.0pp | 69.0%-8.4pp | 69.6%-9.0pp |
| Annual return | 26.51% | 30.45%-3.9pp | 134.58%-108.1pp | 31.72%-5.2pp |
| Employer contribution / active EE | $1,279 | $1,247+2.5% | $2,122-39.7% | $2,471-48.2% |
| Participant deferral / active EE | $2,174 | $2,512-13.5% | $3,373-35.6% | $3,740-41.9% |
| Admin fee / account holder | $790 | $4,535-82.6% | $5,960-86.8% | $5,306-85.1% |