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 | $15,279 | $135,956-88.8% | $123,894-87.7% | $273,972-94.4% |
| Participation rate | 57.1% | 84.1%-26.9pp | 81.4%-24.3pp | 83.0%-25.9pp |
| Annual return | 7.62% | 56.63%-49.0pp | 47.52%-39.9pp | 41.46%-33.8pp |
| Employer contribution / active EE | $952 | $5,170-81.6% | $4,617-79.4% | $4,869-80.5% |
| Participant deferral / active EE | $2,685 | $6,343-57.7% | $5,984-55.1% | $5,287-49.2% |
| Admin fee / account holder | $1,073 | $9,817-89.1% | $8,357-87.2% | $10,133-89.4% |