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 | $13,405 | $88,707-84.9% | $74,184-81.9% | $273,972-95.1% |
| Participation rate | 0.0% | 79.4%-79.4pp | 76.6%-76.6pp | 83.0%-83.0pp |
| Annual return | 9.18% | 11.94%-2.8pp | 17.74%-8.6pp | 41.46%-32.3pp |
| Employer contribution / active EE | $1,452 | $3,159-54.0% | $2,370-38.7% | $4,869-70.2% |
| Participant deferral / active EE | $2,272 | $4,212-46.1% | $3,550-36.0% | $5,287-57.0% |
| Admin fee / account holder | $5,573 | $8,717-36.1% | $5,586-0.2% | $10,133-45.0% |