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 | $17,522 | $45,566-61.5% | $64,105-72.7% | $59,632-70.6% |
| Participation rate | 57.3% | 60.2%-2.9pp | 68.2%-10.9pp | 68.7%-11.4pp |
| Annual return | 5.57% | 4.95%+0.6pp | 791.24%-785.7pp | 2041.32%-2035.8pp |
| Employer contribution / active EE | $780 | $934-16.5% | $1,820-57.1% | $2,203-64.6% |
| Participant deferral / active EE | $1,009 | $2,057-50.9% | $2,822-64.2% | $3,192-68.4% |
| Admin fee / account holder | $4,277 | $3,268+30.9% | $4,499-5.0% | $4,297-0.5% |