Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,905 | $86,940-67.9% | $102,434-72.8% | $80,935-65.5% |
| Participation rate | 43.1% | 72.4%-29.3pp | 76.5%-33.4pp | 67.7%-24.6pp |
| Annual return | 15.87% | 18.89%-3.0pp | 29.46%-13.6pp | 35.66%-19.8pp |
| Employer contribution / active EE | $1,659 | $2,370-30.0% | $3,023-45.1% | $2,757-39.8% |
| Participant deferral / active EE | $2,766 | $4,121-32.9% | $5,055-45.3% | $4,299-35.7% |
| Admin fee / account holder | $2,630 | $8,047-67.3% | $9,462-72.2% | $6,924-62.0% |