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 | $26,619 | $176,786-84.9% | $146,643-81.8% | $167,536-84.1% |
| Participation rate | 44.4% | 83.6%-39.2pp | 80.1%-35.6pp | 82.1%-37.7pp |
| Annual return | 9.30% | 24.04%-14.7pp | 22.75%-13.4pp | 478.82%-469.5pp |
| Employer contribution / active EE | $1,232 | $5,161-76.1% | $4,137-70.2% | $4,839-74.5% |
| Participant deferral / active EE | $2,057 | $6,440-68.1% | $5,506-62.6% | $6,342-67.6% |
| Admin fee / account holder | $1,556 | $13,262-88.3% | $10,280-84.9% | $12,315-87.4% |