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 | $11,759 | $62,672-81.2% | $185,117-93.6% | $70,126-83.2% |
| Participation rate | 68.4% | 63.8%+4.6pp | 77.3%-8.8pp | 69.5%-1.1pp |
| Annual return | 17.10% | 40.79%-23.7pp | 40.50%-23.4pp | 73.15%-56.0pp |
| Employer contribution / active EE | $1,592 | $1,753-9.2% | $4,182-61.9% | $2,343-32.0% |
| Participant deferral / active EE | $2,334 | $3,272-28.6% | $5,045-53.7% | $3,332-29.9% |
| Admin fee / account holder | $2,004 | $3,932-49.0% | $8,159-75.4% | $4,645-56.9% |