Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,839 | $69,515-78.7% | $86,868-82.9% | $85,856-82.7% |
| Participation rate | 51.4% | 66.3%-14.9pp | 71.6%-20.2pp | 69.3%-17.9pp |
| Annual return | 15.07% | 20.12%-5.1pp | 63.53%-48.5pp | 318.58%-303.5pp |
| Employer contribution / active EE | $1,011 | $1,880-46.2% | $2,496-59.5% | $2,565-60.6% |
| Participant deferral / active EE | $2,213 | $2,919-24.2% | $3,699-40.2% | $3,952-44.0% |
| Admin fee / account holder | $787 | $5,972-86.8% | $5,829-86.5% | $6,261-87.4% |