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 | $11,739 | $211,239-94.4% | $178,528-93.4% | $145,877-92.0% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 7.72% | 30.22%-22.5pp | 27.11%-19.4pp | 551.28%-543.6pp |
| Employer contribution / active EE | $1,022 | $4,570-77.6% | $3,950-74.1% | $4,663-78.1% |
| Participant deferral / active EE | $1,618 | $6,963-76.8% | $6,278-74.2% | $6,691-75.8% |
| Admin fee / account holder | $35,331 | $12,095+192.1% | $10,419+239.1% | $13,402+163.6% |