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 | $12,216 | $78,707-84.5% | $117,861-89.6% | $70,126-82.6% |
| Participation rate | 62.7% | 73.2%-10.5pp | 79.7%-17.0pp | 69.5%-6.9pp |
| Annual return | 24.94% | 23.30%+1.6pp | 335.11%-310.2pp | 73.15%-48.2pp |
| Employer contribution / active EE | $1,330 | $2,223-40.2% | $3,786-64.9% | $2,343-43.2% |
| Participant deferral / active EE | $2,513 | $3,297-23.8% | $4,482-43.9% | $3,332-24.6% |
| Admin fee / account holder | $508 | $5,066-90.0% | $8,021-93.7% | $4,645-89.1% |