Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $13,362 | $72,273-81.5% | $101,275-86.8% | $79,856-83.3% |
| Participation rate | 40.4% | 68.5%-28.0pp | 75.8%-35.4pp | 69.6%-29.2pp |
| Annual return | 18.85% | 22.30%-3.4pp | 46.48%-27.6pp | 31.71%-12.9pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,543 | $3,282-53.0% | $4,371-64.7% | $3,741-58.8% |
| Admin fee / account holder | $513 | $4,401-88.4% | $5,948-91.4% | $5,306-90.3% |