Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $13,968 | $91,179-84.7% | $178,499-92.2% | $79,852-82.5% |
| Participation rate | 48.0% | 69.2%-21.2pp | 81.9%-33.9pp | 69.6%-21.6pp |
| Annual return | 18.81% | 24.19%-5.4pp | 151.10%-132.3pp | 31.72%-12.9pp |
| Employer contribution / active EE | $675 | $3,256-79.3% | $5,011-86.5% | $2,471-72.7% |
| Participant deferral / active EE | $1,521 | $3,236-53.0% | $5,202-70.8% | $3,740-59.3% |
| Admin fee / account holder | $1,107 | $6,749-83.6% | $13,986-92.1% | $5,306-79.1% |