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 | $27,576 | $181,896-84.8% | $156,551-82.4% | $273,972-89.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 10.99% | 30.74%-19.7pp | 32.23%-21.2pp | 41.46%-30.5pp |
| Employer contribution / active EE | $1,542 | $6,248-75.3% | $5,501-72.0% | $4,869-68.3% |
| Participant deferral / active EE | $5,324 | $5,550-4.1% | $4,871+9.3% | $5,287+0.7% |
| Admin fee / account holder | $1,665 | $15,560-89.3% | $13,028-87.2% | $10,133-83.6% |