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 | $23,564 | $67,602-65.1% | $82,312-71.4% | $70,126-66.4% |
| Participation rate | 50.0% | 72.8%-22.8pp | 76.9%-26.9pp | 69.5%-19.5pp |
| Annual return | 14.32% | 21.57%-7.2pp | 25.88%-11.6pp | 73.15%-58.8pp |
| Employer contribution / active EE | $583 | $1,755-66.8% | $2,428-76.0% | $2,343-75.1% |
| Participant deferral / active EE | $1,521 | $2,987-49.1% | $3,706-59.0% | $3,332-54.4% |
| Admin fee / account holder | $2,229 | $4,512-50.6% | $5,608-60.3% | $4,645-52.0% |