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 | $31,016 | $95,453-67.5% | $112,040-72.3% | $82,448-62.4% |
| Participation rate | 46.6% | 72.8%-26.2pp | 76.5%-29.9pp | 68.1%-21.5pp |
| Annual return | 13.87% | 23.92%-10.1pp | 24.52%-10.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,259 | $2,318-45.7% | $2,954-57.4% | $2,551-50.7% |
| Participant deferral / active EE | $2,355 | $4,224-44.2% | $5,098-53.8% | $4,139-43.1% |
| Admin fee / account holder | $1,215 | $9,013-86.5% | $12,098-90.0% | $7,234-83.2% |