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 | $25,910 | $86,288-70.0% | $111,306-76.7% | $85,851-69.8% |
| Participation rate | 69.6% | 73.3%-3.8pp | 77.3%-7.8pp | 69.3%+0.2pp |
| Annual return | 12.24% | 19.99%-7.7pp | 54.67%-42.4pp | 318.63%-306.4pp |
| Employer contribution / active EE | $1,284 | $2,044-37.2% | $2,732-53.0% | $2,565-50.0% |
| Participant deferral / active EE | $2,390 | $3,641-34.4% | $4,488-46.7% | $3,952-39.5% |
| Admin fee / account holder | $7,604 | $8,189-7.1% | $7,966-4.5% | $6,261+21.5% |