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 | $10,438 | $93,346-88.8% | $71,796-85.5% | $273,972-96.2% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 83.0%-43.0pp |
| Annual return | 17.87% | 130.39%-112.5pp | 78.04%-60.2pp | 41.46%-23.6pp |
| Employer contribution / active EE | $1,970 | $2,733-27.9% | $1,924+2.4% | $4,869-59.5% |
| Participant deferral / active EE | $2,876 | $3,475-17.2% | $2,794+2.9% | $5,287-45.6% |
| Admin fee / account holder | $4,202 | $6,571-36.0% | $4,815-12.7% | $10,133-58.5% |