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 | $20,606 | $100,003-79.4% | $146,685-86.0% | $85,856-76.0% |
| Participation rate | 53.6% | 73.1%-19.5pp | 80.1%-26.5pp | 69.3%-15.7pp |
| Annual return | 12.64% | 18.93%-6.3pp | 22.75%-10.1pp | 318.58%-305.9pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,036 | $4,006-49.2% | $5,507-63.0% | $3,952-48.5% |
| Admin fee / account holder | $1,956 | $7,704-74.6% | $10,281-81.0% | $6,261-68.8% |