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 | $13,196 | $65,395-79.8% | $182,531-92.8% | $72,983-81.9% |
| Participation rate | 61.1% | 65.4%-4.3pp | 78.0%-16.9pp | 69.5%-8.4pp |
| Annual return | 18.48% | 27.68%-9.2pp | 148.57%-130.1pp | 81.01%-62.5pp |
| Employer contribution / active EE | $1,258 | $1,911-34.2% | $4,075-69.1% | $2,440-48.5% |
| Participant deferral / active EE | $3,737 | $3,563+4.9% | $5,525-32.4% | $3,608+3.6% |
| Admin fee / account holder | $2,097 | $4,245-50.6% | $8,593-75.6% | $5,124-59.1% |