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 | $26,191 | $78,428-66.6% | $95,960-72.7% | $79,852-67.2% |
| Participation rate | 28.1% | 73.5%-45.4pp | 77.1%-49.0pp | 69.6%-41.5pp |
| Annual return | 18.37% | 19.37%-1.0pp | 91.63%-73.3pp | 31.72%-13.4pp |
| Employer contribution / active EE | $709 | $1,945-63.6% | $2,541-72.1% | $2,471-71.3% |
| Participant deferral / active EE | $2,289 | $3,440-33.5% | $4,167-45.1% | $3,740-38.8% |
| Admin fee / account holder | $3,418 | $5,622-39.2% | $6,797-49.7% | $5,306-35.6% |