Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $20,772 | $81,504-74.5% | $102,437-79.7% | $80,959-74.3% |
| Participation rate | 48.6% | 66.9%-18.2pp | 74.5%-25.9pp | 67.7%-19.0pp |
| Annual return | 20.41% | 25.60%-5.2pp | 24.95%-4.5pp | 35.67%-15.3pp |
| Employer contribution / active EE | $1,902 | $3,104-38.7% | $3,871-50.9% | $2,757-31.0% |
| Participant deferral / active EE | $3,188 | $3,871-17.6% | $5,060-37.0% | $4,300-25.9% |
| Admin fee / account holder | $1,720 | $6,719-74.4% | $8,388-79.5% | $6,925-75.2% |