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 | $13,035 | $77,638-83.2% | $156,551-91.7% | $62,881-79.3% |
| Participation rate | 65.7% | 71.2%-5.5pp | 84.0%-18.3pp | 69.3%-3.6pp |
| Annual return | 8.43% | 50.33%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,204 | $3,444-65.1% | $5,501-78.1% | $2,281-47.2% |
| Participant deferral / active EE | $2,122 | $3,046-30.3% | $4,871-56.4% | $3,203-33.8% |
| Admin fee / account holder | $2,007 | $5,561-63.9% | $13,028-84.6% | $4,296-53.3% |