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 | $14,368 | $93,598-84.6% | $135,974-89.4% | $75,173-80.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 81.9%-31.9pp | 67.2%-17.2pp |
| Annual return | 45.08% | 30.89%+14.2pp | 68.30%-23.2pp | 160.72%-115.6pp |
| Employer contribution / active EE | $1,235 | $3,538-65.1% | $4,859-74.6% | $2,671-53.8% |
| Participant deferral / active EE | $4,102 | $6,405-36.0% | $7,760-47.1% | $4,126-0.6% |
| Admin fee / account holder | $1,312 | $6,978-81.2% | $10,767-87.8% | $5,651-76.8% |