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 | $16,790 | $63,346-73.5% | $92,240-81.8% | $70,126-76.1% |
| Participation rate | 29.3% | 68.7%-39.4pp | 76.5%-47.2pp | 69.5%-40.3pp |
| Annual return | 20.35% | 530.19%-509.8pp | 176.29%-155.9pp | 73.15%-52.8pp |
| Employer contribution / active EE | $741 | $2,471-70.0% | $3,680-79.9% | $2,343-68.4% |
| Participant deferral / active EE | $1,392 | $2,854-51.2% | $3,897-64.3% | $3,332-58.2% |
| Admin fee / account holder | $1,116 | $3,841-71.0% | $5,194-78.5% | $4,645-76.0% |