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 | $26,105 | $132,310-80.3% | $105,754-75.3% | $273,972-90.5% |
| Participation rate | 50.0% | 83.2%-33.2pp | 78.9%-28.9pp | 83.0%-33.0pp |
| Annual return | 10.64% | 10.08%+0.6pp | 12.25%-1.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $2,024 | $4,867-58.4% | $4,079-50.4% | $4,869-58.4% |
| Participant deferral / active EE | $3,778 | $6,233-39.4% | $5,326-29.1% | $5,287-28.5% |
| Admin fee / account holder | $385 | $12,036-96.8% | $8,309-95.4% | $10,133-96.2% |