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 | $15,148 | $161,352-90.6% | $134,172-88.7% | $137,256-89.0% |
| Participation rate | 57.9% | 78.3%-20.4pp | 72.5%-14.6pp | 80.0%-22.1pp |
| Annual return | 12.96% | 28.72%-15.8pp | 25.30%-12.3pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,981 | $4,099-51.7% | $3,420-42.1% | $4,156-52.3% |
| Participant deferral / active EE | $4,986 | $5,552-10.2% | $4,690+6.3% | $6,407-22.2% |
| Admin fee / account holder | $113,555 | $15,028+655.6% | $12,016+845.0% | $12,270+825.5% |