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 | $18,048 | $76,551-76.4% | $123,894-85.4% | $62,881-71.3% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | 17.75% | 18.68%-0.9pp | 47.52%-29.8pp | 20.14%-2.4pp |
| Employer contribution / active EE | $2,169 | $2,882-24.7% | $4,617-53.0% | $2,281-4.9% |
| Participant deferral / active EE | $4,333 | $4,840-10.5% | $5,984-27.6% | $3,203+35.3% |
| Admin fee / account holder | $1,433 | $4,826-70.3% | $8,357-82.9% | $4,296-66.6% |