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 | $23,964 | $59,456-59.7% | $93,681-74.4% | $74,400-67.8% |
| Participation rate | 47.9% | 59.6%-11.8pp | 68.7%-20.8pp | 67.2%-19.3pp |
| Annual return | 12.76% | 82.00%-69.2pp | 133.47%-120.7pp | 1367.51%-1354.8pp |
| Employer contribution / active EE | $751 | $1,266-40.7% | $2,422-69.0% | $2,624-71.4% |
| Participant deferral / active EE | $2,083 | $3,052-31.7% | $4,415-52.8% | $4,348-52.1% |
| Admin fee / account holder | $1,542 | $3,026-49.1% | $8,290-81.4% | $1,944-20.7% |