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 | $12,670 | $65,395-80.6% | $182,531-93.1% | $72,983-82.6% |
| Participation rate | 37.8% | 65.4%-27.6pp | 78.0%-40.1pp | 69.5%-31.6pp |
| Annual return | 19.83% | 27.68%-7.8pp | 148.57%-128.7pp | 81.01%-61.2pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,075-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,302 | $3,563-63.4% | $5,525-76.4% | $3,608-63.9% |
| Admin fee / account holder | $6,254 | $4,245+47.3% | $8,593-27.2% | $5,124+22.0% |