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 | $16,455 | $76,551-78.5% | $123,894-86.7% | $62,881-73.8% |
| Participation rate | 45.9% | 73.0%-27.0pp | 81.4%-35.5pp | 69.3%-23.4pp |
| Annual return | 11.26% | 18.68%-7.4pp | 47.52%-36.3pp | 20.14%-8.9pp |
| Employer contribution / active EE | $1,142 | $2,882-60.4% | $4,617-75.3% | $2,281-49.9% |
| Participant deferral / active EE | $2,804 | $4,840-42.1% | $5,984-53.2% | $3,203-12.5% |
| Admin fee / account holder | $503 | $4,826-89.6% | $8,357-94.0% | $4,296-88.3% |