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 | $15,521 | $46,877-66.9% | $122,354-87.3% | $70,126-77.9% |
| Participation rate | 52.0% | 58.2%-6.2pp | 71.6%-19.6pp | 69.5%-17.5pp |
| Annual return | 13.45% | 24.22%-10.8pp | 30.28%-16.8pp | 73.15%-59.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,959 | $2,167+36.5% | $3,287-10.0% | $3,332-11.2% |
| Admin fee / account holder | $3,470 | $3,324+4.4% | $5,479-36.7% | $4,645-25.3% |