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 | $15,209 | $48,364-68.6% | $71,796-78.8% | $62,881-75.8% |
| Participation rate | 61.1% | 60.6%+0.5pp | 69.1%-8.0pp | 69.3%-8.2pp |
| Annual return | 131.84% | 13.16%+118.7pp | 78.04%+53.8pp | 20.14%+111.7pp |
| Employer contribution / active EE | $2,191 | $1,042+110.3% | $1,924+13.8% | $2,281-3.9% |
| Participant deferral / active EE | $4,463 | $2,091+113.4% | $2,794+59.7% | $3,203+39.3% |
| Admin fee / account holder | $1,486 | $3,771-60.6% | $4,815-69.1% | $4,296-65.4% |