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 | $13,196 | $95,383-86.2% | $185,837-92.9% | $85,856-84.6% |
| Participation rate | 42.6% | 68.8%-26.1pp | 81.7%-39.1pp | 69.3%-26.7pp |
| Annual return | 47.22% | 23.59%+23.6pp | 122.08%-74.9pp | 318.58%-271.4pp |
| Employer contribution / active EE | $620 | $3,313-81.3% | $5,168-88.0% | $2,565-75.8% |
| Participant deferral / active EE | $1,256 | $3,423-63.3% | $5,568-77.4% | $3,952-68.2% |
| Admin fee / account holder | $2,354 | $7,213-67.4% | $16,241-85.5% | $6,261-62.4% |