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 | $15,844 | $96,731-83.6% | $123,973-87.2% | $86,983-81.8% |
| Participation rate | 46.9% | 70.0%-23.1pp | 76.7%-29.7pp | 69.5%-22.6pp |
| Annual return | 22.64% | 17.33%+5.3pp | 388.13%-365.5pp | 25.83%-3.2pp |
| Employer contribution / active EE | $1,365 | $3,297-58.6% | $4,126-66.9% | $2,584-47.2% |
| Participant deferral / active EE | $2,253 | $4,152-45.7% | $5,247-57.1% | $4,194-46.3% |
| Admin fee / account holder | $2,050 | $8,722-76.5% | $11,799-82.6% | $7,856-73.9% |