Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $15,538 | $73,459-78.8% | $178,528-91.3% | $74,429-79.1% |
| Participation rate | 19.3% | 66.5%-47.2pp | 77.1%-57.8pp | 67.2%-47.9pp |
| Annual return | 13.88% | 17.50%-3.6pp | 27.11%-13.2pp | 1368.38%-1354.5pp |
| Employer contribution / active EE | $1,055 | $2,219-52.5% | $3,950-73.3% | $2,625-59.8% |
| Participant deferral / active EE | $1,797 | $4,515-60.2% | $6,278-71.4% | $4,348-58.7% |
| Admin fee / account holder | $729 | $1,812-59.8% | $10,419-93.0% | $1,944-62.5% |