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 | $15,400 | $58,523-73.7% | $99,475-84.5% | $72,975-78.9% |
| Participation rate | 65.1% | 64.6%+0.5pp | 73.8%-8.7pp | 69.5%-4.4pp |
| Annual return | 24.94% | 28.51%-3.6pp | 30.72%-5.8pp | 81.01%-56.1pp |
| Employer contribution / active EE | $720 | $1,512-52.4% | $2,540-71.7% | $2,440-70.5% |
| Participant deferral / active EE | $1,879 | $2,606-27.9% | $3,619-48.1% | $3,608-47.9% |
| Admin fee / account holder | $344 | $4,102-91.6% | $6,252-94.5% | $5,124-93.3% |