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 | $23,657 | $67,602-65.0% | $82,312-71.3% | $70,126-66.3% |
| Participation rate | 27.6% | 72.8%-45.2pp | 76.9%-49.3pp | 69.5%-42.0pp |
| Annual return | 15.68% | 21.57%-5.9pp | 25.88%-10.2pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,884 | $2,987-36.9% | $3,706-49.2% | $3,332-43.4% |
| Admin fee / account holder | $13,795 | $4,512+205.8% | $5,608+146.0% | $4,645+197.0% |