Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $29,052 | $86,949-66.6% | $102,460-71.6% | $80,959-64.1% |
| Participation rate | 58.6% | 72.4%-13.8pp | 76.5%-17.9pp | 67.7%-9.0pp |
| Annual return | 13.51% | 18.89%-5.4pp | 29.47%-16.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,303 | $4,121-44.1% | $5,056-54.5% | $4,300-46.4% |
| Admin fee / account holder | $395 | $8,048-95.1% | $9,460-95.8% | $6,925-94.3% |