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 | $13,506 | $95,404-85.8% | $113,397-88.1% | $82,637-83.7% |
| Participation rate | 61.0% | 72.8%-11.8pp | 76.5%-15.5pp | 68.1%-7.0pp |
| Annual return | 23.33% | 19.08%+4.3pp | 23.20%+0.1pp | 53.51%-30.2pp |
| Employer contribution / active EE | $1,275 | $2,307-44.7% | $2,977-57.2% | $2,552-50.0% |
| Participant deferral / active EE | $2,111 | $4,220-50.0% | $5,076-58.4% | $4,126-48.8% |
| Admin fee / account holder | $892 | $9,168-90.3% | $11,957-92.5% | $7,339-87.8% |