Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $20,872 | $76,834-72.8% | $108,359-80.7% | $87,485-76.1% |
| Participation rate | 60.0% | 61.7%-1.7pp | 70.1%-10.1pp | 68.9%-8.9pp |
| Annual return | 19.67% | 19.09%+0.6pp | 36.89%-17.2pp | 26.06%-6.4pp |
| Employer contribution / active EE | $1,761 | $1,556+13.2% | $2,399-26.6% | $2,596-32.2% |
| Participant deferral / active EE | $3,123 | $3,100+0.7% | $4,137-24.5% | $4,274-26.9% |
| Admin fee / account holder | $3,419 | $6,537-47.7% | $9,741-64.9% | $7,775-56.0% |