Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $12,186 | $99,345-87.7% | $84,753-85.6% | $273,972-95.6% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 13.49% | 22.93%-9.4pp | 22.78%-9.3pp | 41.46%-28.0pp |
| Employer contribution / active EE | $1,029 | $4,214-75.6% | $3,574-71.2% | $4,869-78.9% |
| Participant deferral / active EE | $2,255 | $4,270-47.2% | $3,712-39.3% | $5,287-57.4% |
| Admin fee / account holder | $565 | $6,645-91.5% | $5,333-89.4% | $10,133-94.4% |