Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,113 | $100,194-80.9% | $122,979-84.5% | $86,983-78.0% |
| Participation rate | 52.0% | 73.0%-21.0pp | 77.2%-25.2pp | 69.5%-17.5pp |
| Annual return | 18.60% | 16.47%+2.1pp | 20.12%-1.5pp | 25.83%-7.2pp |
| Employer contribution / active EE | $1,497 | $2,326-35.6% | $3,062-51.1% | $2,584-42.1% |
| Participant deferral / active EE | $2,152 | $4,133-47.9% | $5,003-57.0% | $4,194-48.7% |
| Admin fee / account holder | $2,307 | $10,148-77.3% | $12,864-82.1% | $7,856-70.6% |