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 | $5,365 | $93,346-94.3% | $71,796-92.5% | $273,972-98.0% |
| Participation rate | 62.5% | 76.5%-14.0pp | 69.1%-6.6pp | 83.0%-20.5pp |
| Annual return | 34.85% | 130.39%-95.5pp | 78.04%-43.2pp | 41.46%-6.6pp |
| Employer contribution / active EE | $742 | $2,733-72.9% | $1,924-61.4% | $4,869-84.8% |
| Participant deferral / active EE | $2,603 | $3,475-25.1% | $2,794-6.8% | $5,287-50.8% |
| Admin fee / account holder | $471 | $6,571-92.8% | $4,815-90.2% | $10,133-95.3% |