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 | $15,156 | $89,364-83.0% | $141,177-89.3% | $72,983-79.2% |
| Participation rate | 66.7% | 75.1%-8.5pp | 82.5%-15.8pp | 69.5%-2.8pp |
| Annual return | 24.70% | 111.86%-87.2pp | 71.40%-46.7pp | 81.01%-56.3pp |
| Employer contribution / active EE | $1,217 | $3,115-60.9% | $4,736-74.3% | $2,440-50.1% |
| Participant deferral / active EE | $2,491 | $5,419-54.0% | $6,710-62.9% | $3,608-31.0% |
| Admin fee / account holder | $770 | $5,959-87.1% | $10,263-92.5% | $5,124-85.0% |