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 | $17,257 | $56,287-69.3% | $80,977-78.7% | $62,881-72.6% |
| Participation rate | 65.4% | 68.9%-3.6pp | 75.8%-10.4pp | 69.3%-3.9pp |
| Annual return | 6.51% | 22.13%-15.6pp | 17.11%-10.6pp | 20.14%-13.6pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,667 | $4,196+11.2% | $5,696-18.1% | $3,203+45.7% |
| Admin fee / account holder | $565 | $3,742-84.9% | $5,517-89.8% | $4,296-86.9% |