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 | $17,874 | $140,578-87.3% | $100,671-82.2% | $125,389-85.7% |
| Participation rate | 42.9% | 80.4%-37.5pp | 70.7%-27.9pp | 83.2%-40.3pp |
| Annual return | 3.98% | 24.67%-20.7pp | 20.43%-16.5pp | 282.24%-278.3pp |
| Employer contribution / active EE | $1,447 | $5,965-75.7% | $4,012-63.9% | $4,866-70.3% |
| Participant deferral / active EE | $1,447 | $3,981-63.7% | $3,144-54.0% | $5,352-73.0% |
| Admin fee / account holder | $60,344 | $6,716+798.5% | $4,850+1144.3% | $9,541+532.5% |