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 | $20,251 | $289,211-93.0% | $260,467-92.2% | $198,609-89.8% |
| Participation rate | 47.8% | 83.1%-35.3pp | 80.5%-32.6pp | 82.4%-34.6pp |
| Annual return | 13.61% | 112.90%-99.3pp | 100.60%-87.0pp | 202.70%-189.1pp |
| Employer contribution / active EE | $1,469 | $4,663-68.5% | $4,239-65.3% | $5,055-70.9% |
| Participant deferral / active EE | $2,021 | $6,812-70.3% | $6,319-68.0% | $6,977-71.0% |
| Admin fee / account holder | $13,779 | $16,236-15.1% | $15,461-10.9% | $19,030-27.6% |