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 | $39,954 | $145,431-72.5% | $211,142-81.1% | $87,485-54.3% |
| Participation rate | 67.6% | 84.7%-17.2pp | 87.3%-19.7pp | 68.9%-1.4pp |
| Annual return | 16.19% | 27.21%-11.0pp | 46.84%-30.6pp | 26.06%-9.9pp |
| Employer contribution / active EE | $2,315 | $4,662-50.3% | $6,442-64.1% | $2,596-10.8% |
| Participant deferral / active EE | $3,953 | $6,859-42.4% | $9,284-57.4% | $4,274-7.5% |
| Admin fee / account holder | $809 | $17,052-95.3% | $19,076-95.8% | $7,775-89.6% |