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 | $13,840 | $99,345-86.1% | $84,753-83.7% | $273,972-94.9% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 20.59% | 22.93%-2.3pp | 22.78%-2.2pp | 41.46%-20.9pp |
| Employer contribution / active EE | $1,111 | $4,214-73.6% | $3,574-68.9% | $4,869-77.2% |
| Participant deferral / active EE | $3,578 | $4,270-16.2% | $3,712-3.6% | $5,287-32.3% |
| Admin fee / account holder | $562 | $6,645-91.5% | $5,333-89.5% | $10,133-94.5% |