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 | $16,891 | $135,956-87.6% | $123,894-86.4% | $273,972-93.8% |
| Participation rate | 37.5% | 84.1%-46.6pp | 81.4%-43.9pp | 83.0%-45.5pp |
| Annual return | 16.14% | 56.63%-40.5pp | 47.52%-31.4pp | 41.46%-25.3pp |
| Employer contribution / active EE | $948 | $5,170-81.7% | $4,617-79.5% | $4,869-80.5% |
| Participant deferral / active EE | $3,877 | $6,343-38.9% | $5,984-35.2% | $5,287-26.7% |
| Admin fee / account holder | $585 | $9,817-94.0% | $8,357-93.0% | $10,133-94.2% |