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 | $16,725 | $124,336-86.5% | $111,303-85.0% | $167,518-90.0% |
| Participation rate | 46.2% | 79.6%-33.5pp | 77.3%-31.2pp | 82.1%-36.0pp |
| Annual return | 14.20% | 37.45%-23.2pp | 54.66%-40.5pp | 478.71%-464.5pp |
| Employer contribution / active EE | $2,008 | $3,436-41.6% | $2,731-26.5% | $4,838-58.5% |
| Participant deferral / active EE | $3,115 | $5,181-39.9% | $4,487-30.6% | $6,342-50.9% |
| Admin fee / account holder | $12,212 | $10,623+15.0% | $7,966+53.3% | $12,312-0.8% |