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 | $13,299 | $176,402-92.5% | $134,155-90.1% | $158,950-91.6% |
| Participation rate | 60.0% | 78.7%-18.7pp | 72.2%-12.2pp | 82.0%-22.0pp |
| Annual return | 20.28% | 63.66%-43.4pp | 36.34%-16.1pp | 302.91%-282.6pp |
| Employer contribution / active EE | $117 | $5,042-97.7% | $3,705-96.9% | $4,762-97.6% |
| Participant deferral / active EE | $136 | $4,093-96.7% | $3,500-96.1% | $5,983-97.7% |
| Admin fee / account holder | $10,000 | $8,719+14.7% | $6,685+49.6% | $11,248-11.1% |