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 | $14,313 | $99,079-85.6% | $78,002-81.7% | $273,972-94.8% |
| Participation rate | 58.3% | 78.6%-20.2pp | 75.5%-17.2pp | 83.0%-24.7pp |
| Annual return | 4.55% | 217.93%-213.4pp | 425.99%-421.4pp | 41.46%-36.9pp |
| Employer contribution / active EE | $1,438 | $3,308-56.5% | $2,470-41.8% | $4,869-70.5% |
| Participant deferral / active EE | $1,759 | $4,306-59.2% | $3,497-49.7% | $5,287-66.7% |
| Admin fee / account holder | $12,143 | $8,954+35.6% | $5,481+121.6% | $10,133+19.8% |