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 | $14,003 | $53,128-73.6% | $86,582-83.8% | $70,126-80.0% |
| Participation rate | 54.9% | 65.3%-10.4pp | 73.5%-18.6pp | 69.5%-14.6pp |
| Annual return | 24.88% | 27.66%-2.8pp | 965.08%-940.2pp | 73.15%-48.3pp |
| Employer contribution / active EE | $311 | $2,068-84.9% | $2,839-89.0% | $2,343-86.7% |
| Participant deferral / active EE | $1,708 | $2,695-36.6% | $3,609-52.7% | $3,332-48.8% |
| Admin fee / account holder | $1,003 | $3,584-72.0% | $4,904-79.6% | $4,645-78.4% |