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 | $12,501 | $58,512-78.6% | $84,020-85.1% | $72,983-82.9% |
| Participation rate | 40.0% | 61.2%-21.2pp | 69.0%-29.0pp | 69.5%-29.5pp |
| Annual return | 24.76% | 28.93%-4.2pp | 71.31%-46.6pp | 81.01%-56.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,235 | $2,394-48.4% | $3,239-61.9% | $3,608-65.8% |
| Admin fee / account holder | $1,132 | $4,569-75.2% | $6,101-81.5% | $5,124-77.9% |