Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $10,855 | $81,504-86.7% | $102,437-89.4% | $80,959-86.6% |
| Participation rate | 69.8% | 66.9%+2.9pp | 74.5%-4.7pp | 67.7%+2.1pp |
| Annual return | 13.18% | 25.60%-12.4pp | 24.95%-11.8pp | 35.67%-22.5pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,045 | $3,871-21.3% | $5,060-39.8% | $4,300-29.2% |
| Admin fee / account holder | $2,882 | $6,719-57.1% | $8,388-65.6% | $6,925-58.4% |