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 | $24,188 | $101,798-76.2% | $165,071-85.3% | $80,935-70.1% |
| Participation rate | 66.7% | 71.8%-5.2pp | 78.6%-12.0pp | 67.7%-1.0pp |
| Annual return | 14.89% | 16.73%-1.8pp | 70.17%-55.3pp | 35.66%-20.8pp |
| Employer contribution / active EE | $1,688 | $2,954-42.9% | $4,347-61.2% | $2,757-38.8% |
| Participant deferral / active EE | $3,161 | $4,476-29.4% | $6,035-47.6% | $4,299-26.5% |
| Admin fee / account holder | $1,627 | $8,221-80.2% | $12,695-87.2% | $6,924-76.5% |