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 | $17,617 | $85,766-79.5% | $136,297-87.1% | $70,131-74.9% |
| Participation rate | 57.1% | 74.2%-17.0pp | 81.9%-24.8pp | 69.5%-12.4pp |
| Annual return | 21.17% | 31.45%-10.3pp | 5156.16%-5135.0pp | 73.14%-52.0pp |
| Employer contribution / active EE | $2,956 | $2,966-0.3% | $4,696-37.0% | $2,342+26.2% |
| Participant deferral / active EE | $7,091 | $5,051+40.4% | $6,247+13.5% | $3,332+112.8% |
| Admin fee / account holder | $7,378 | $5,420+36.1% | $9,244-20.2% | $4,645+58.8% |