Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $19,851 | $139,948-85.8% | $121,663-83.7% | $154,746-87.2% |
| Participation rate | 58.8% | 78.0%-19.2pp | 74.5%-15.7pp | 80.7%-21.9pp |
| Annual return | 17.65% | 230.52%-212.9pp | 147.54%-129.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,705 | $3,521-51.6% | $3,020-43.6% | $4,379-61.1% |
| Participant deferral / active EE | $2,314 | $5,629-58.9% | $4,887-52.6% | $6,730-65.6% |
| Admin fee / account holder | $4,504 | $17,321-74.0% | $14,289-68.5% | $14,365-68.6% |