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 | $17,757 | $71,057-75.0% | $93,654-81.0% | $80,874-78.0% |
| Participation rate | 29.0% | 60.4%-31.4pp | 68.7%-39.7pp | 67.6%-38.6pp |
| Annual return | 14.45% | 11.26%+3.2pp | 133.34%-118.9pp | 35.62%-21.2pp |
| Employer contribution / active EE | $1,191 | $1,564-23.9% | $2,421-50.8% | $2,756-56.8% |
| Participant deferral / active EE | $1,597 | $4,034-60.4% | $4,413-63.8% | $4,297-62.8% |
| Admin fee / account holder | $6,963 | $6,944+0.3% | $8,282-15.9% | $6,935+0.4% |