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 | $11,691 | $75,183-84.4% | $123,894-90.6% | $55,167-78.8% |
| Participation rate | 59.9% | 72.8%-13.0pp | 81.4%-21.5pp | 69.0%-9.1pp |
| Annual return | 151.41% | 19.01%+132.4pp | 47.52%+103.9pp | 169.23%-17.8pp |
| Employer contribution / active EE | $1,923 | $2,823-31.9% | $4,617-58.3% | $1,963-2.0% |
| Participant deferral / active EE | $2,982 | $5,084-41.4% | $5,984-50.2% | $3,054-2.4% |
| Admin fee / account holder | $557 | $663-15.9% | $8,357-93.3% | $504+10.6% |