Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $30,397 | $95,453-68.2% | $112,040-72.9% | $82,448-63.1% |
| Participation rate | 67.7% | 72.8%-5.0pp | 76.5%-8.8pp | 68.1%-0.3pp |
| Annual return | 22.52% | 23.92%-1.4pp | 24.52%-2.0pp | 41.64%-19.1pp |
| Employer contribution / active EE | $1,060 | $2,318-54.3% | $2,954-64.1% | $2,551-58.5% |
| Participant deferral / active EE | $2,726 | $4,224-35.5% | $5,098-46.5% | $4,139-34.2% |
| Admin fee / account holder | $532 | $9,013-94.1% | $12,098-95.6% | $7,234-92.6% |