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 | $20,191 | $91,559-77.9% | $133,978-84.9% | $79,856-74.7% |
| Participation rate | 69.0% | 73.3%-4.3pp | 79.8%-10.8pp | 69.6%-0.6pp |
| Annual return | 11.26% | 61.85%-50.6pp | 45.10%-33.8pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,136 | $2,384-52.4% | $3,919-71.0% | $2,471-54.0% |
| Participant deferral / active EE | $2,519 | $3,734-32.5% | $5,047-50.1% | $3,741-32.7% |
| Admin fee / account holder | $1,566 | $6,321-75.2% | $8,930-82.5% | $5,306-70.5% |