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 | $17,502 | $93,346-81.3% | $71,796-75.6% | $273,972-93.6% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.1%-12.0pp | 83.0%-25.9pp |
| Annual return | 8.95% | 130.39%-121.4pp | 78.04%-69.1pp | 41.46%-32.5pp |
| Employer contribution / active EE | $821 | $2,733-70.0% | $1,924-57.3% | $4,869-83.1% |
| Participant deferral / active EE | $940 | $3,475-73.0% | $2,794-66.4% | $5,287-82.2% |
| Admin fee / account holder | $802 | $6,571-87.8% | $4,815-83.3% | $10,133-92.1% |