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 | $43,637 | $167,415-73.9% | $140,514-68.9% | $198,609-78.0% |
| Participation rate | 45.5% | 80.9%-35.4pp | 77.8%-32.3pp | 82.4%-36.9pp |
| Annual return | 15.97% | 13.85%+2.1pp | 14.36%+1.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $2,812 | $4,088-31.2% | $3,378-16.8% | $5,055-44.4% |
| Participant deferral / active EE | $3,929 | $5,579-29.6% | $4,919-20.1% | $6,977-43.7% |
| Admin fee / account holder | $1,847 | $16,730-89.0% | $13,697-86.5% | $19,030-90.3% |