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 | $13,121 | $91,167-85.6% | $178,498-92.6% | $79,858-83.6% |
| Participation rate | 49.2% | 69.2%-20.0pp | 81.9%-32.7pp | 69.6%-20.4pp |
| Annual return | 18.25% | 24.19%-5.9pp | 151.09%-132.8pp | 31.72%-13.5pp |
| Employer contribution / active EE | $430 | $3,255-86.8% | $5,011-91.4% | $2,471-82.6% |
| Participant deferral / active EE | $1,420 | $3,236-56.1% | $5,202-72.7% | $3,740-62.0% |
| Admin fee / account holder | $1,066 | $6,747-84.2% | $13,985-92.4% | $5,306-79.9% |