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 | $22,235 | $135,956-83.6% | $123,894-82.1% | $273,972-91.9% |
| Participation rate | 30.4% | 84.1%-53.6pp | 81.4%-51.0pp | 83.0%-52.6pp |
| Annual return | 9.01% | 56.63%-47.6pp | 47.52%-38.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,660 | $6,343-42.3% | $5,984-38.8% | $5,287-30.8% |
| Admin fee / account holder | $3,779 | $9,817-61.5% | $8,357-54.8% | $10,133-62.7% |