Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $25,727 | $101,798-74.7% | $165,071-84.4% | $80,935-68.2% |
| Participation rate | 42.4% | 71.8%-29.5pp | 78.6%-36.3pp | 67.7%-25.3pp |
| Annual return | 22.35% | 16.73%+5.6pp | 70.17%-47.8pp | 35.66%-13.3pp |
| Employer contribution / active EE | $1,065 | $2,954-63.9% | $4,347-75.5% | $2,757-61.4% |
| Participant deferral / active EE | $2,051 | $4,476-54.2% | $6,035-66.0% | $4,299-52.3% |
| Admin fee / account holder | $391 | $8,221-95.2% | $12,695-96.9% | $6,924-94.4% |