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 | $18,781 | $48,364-61.2% | $71,796-73.8% | $62,881-70.1% |
| Participation rate | 60.8% | 60.6%+0.2pp | 69.1%-8.3pp | 69.3%-8.5pp |
| Annual return | 24.34% | 13.16%+11.2pp | 78.04%-53.7pp | 20.14%+4.2pp |
| Employer contribution / active EE | $1,145 | $1,042+9.9% | $1,924-40.5% | $2,281-49.8% |
| Participant deferral / active EE | $2,858 | $2,091+36.7% | $2,794+2.3% | $3,203-10.8% |
| Admin fee / account holder | $898 | $3,771-76.2% | $4,815-81.3% | $4,296-79.1% |