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 | $10,196 | $65,361-84.4% | $92,903-89.0% | $72,983-86.0% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 21.40% | 42.11%-20.7pp | 109.43%-88.0pp | 81.01%-59.6pp |
| Employer contribution / active EE | $1,317 | $2,594-49.2% | $3,653-63.9% | $2,440-46.0% |
| Participant deferral / active EE | $1,538 | $3,128-50.8% | $4,238-63.7% | $3,608-57.4% |
| Admin fee / account holder | $1,576 | $4,251-62.9% | $5,795-72.8% | $5,124-69.2% |