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 | $15,388 | $135,956-88.7% | $123,894-87.6% | $273,972-94.4% |
| Participation rate | 64.3% | 84.1%-19.8pp | 81.4%-17.1pp | 83.0%-18.7pp |
| Annual return | 6.92% | 56.63%-49.7pp | 47.52%-40.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $1,251 | $5,170-75.8% | $4,617-72.9% | $4,869-74.3% |
| Participant deferral / active EE | $2,228 | $6,343-64.9% | $5,984-62.8% | $5,287-57.9% |
| Admin fee / account holder | $1,281 | $9,817-86.9% | $8,357-84.7% | $10,133-87.4% |