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 | $13,554 | $63,346-78.6% | $92,240-85.3% | $70,126-80.7% |
| Participation rate | 66.1% | 68.7%-2.6pp | 76.5%-10.4pp | 69.5%-3.5pp |
| Annual return | 22.94% | 530.19%-507.2pp | 176.29%-153.3pp | 73.15%-50.2pp |
| Employer contribution / active EE | $854 | $2,471-65.5% | $3,680-76.8% | $2,343-63.6% |
| Participant deferral / active EE | $5,281 | $2,854+85.1% | $3,897+35.5% | $3,332+58.5% |
| Admin fee / account holder | $2,027 | $3,841-47.2% | $5,194-61.0% | $4,645-56.4% |