Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,962 | $104,098-79.9% | $140,514-85.1% | $94,015-77.7% |
| Participation rate | 56.7% | 73.7%-17.0pp | 77.8%-21.1pp | 70.8%-14.2pp |
| Annual return | 17.58% | 15.14%+2.4pp | 14.36%+3.2pp | 17.84%-0.3pp |
| Employer contribution / active EE | $1,109 | $2,388-53.6% | $3,378-67.2% | $2,790-60.3% |
| Participant deferral / active EE | $2,412 | $4,033-40.2% | $4,919-51.0% | $4,249-43.2% |
| Admin fee / account holder | $723 | $10,439-93.1% | $13,697-94.7% | $8,951-91.9% |