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 | $13,780 | $84,236-83.6% | $170,435-91.9% | $70,126-80.3% |
| Participation rate | 69.1% | 70.8%-1.7pp | 83.6%-14.5pp | 69.5%-0.4pp |
| Annual return | 15.18% | 23.06%-7.9pp | 205.94%-190.8pp | 73.15%-58.0pp |
| Employer contribution / active EE | $701 | $3,387-79.3% | $5,432-87.1% | $2,343-70.1% |
| Participant deferral / active EE | $847 | $3,086-72.6% | $4,939-82.9% | $3,332-74.6% |
| Admin fee / account holder | $876 | $5,698-84.6% | $13,881-93.7% | $4,645-81.1% |