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 | $11,935 | $161,352-92.6% | $134,172-91.1% | $137,256-91.3% |
| Participation rate | 57.1% | 78.3%-21.1pp | 72.5%-15.3pp | 80.0%-22.8pp |
| Annual return | 18.33% | 28.72%-10.4pp | 25.30%-7.0pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,090 | $4,099-73.4% | $3,420-68.1% | $4,156-73.8% |
| Participant deferral / active EE | $1,417 | $5,552-74.5% | $4,690-69.8% | $6,407-77.9% |
| Admin fee / account holder | $663 | $15,028-95.6% | $12,016-94.5% | $12,270-94.6% |