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 | $13,207 | $99,341-86.7% | $84,750-84.4% | $273,965-95.2% |
| Participation rate | 55.6% | 80.7%-25.1pp | 76.6%-21.0pp | 83.0%-27.5pp |
| Annual return | 6.22% | 22.93%-16.7pp | 22.78%-16.6pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,850 | $4,214-56.1% | $3,574-48.2% | $4,869-62.0% |
| Participant deferral / active EE | $6,586 | $4,269+54.3% | $3,712+77.4% | $5,287+24.6% |
| Admin fee / account holder | $10,163 | $6,644+53.0% | $5,332+90.6% | $10,132+0.3% |