Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,974 | $106,524-78.4% | $152,301-84.9% | $87,485-73.7% |
| Participation rate | 61.0% | 75.8%-14.8pp | 82.4%-21.5pp | 68.9%-8.0pp |
| Annual return | 16.32% | 26.89%-10.6pp | 80.50%-64.2pp | 26.06%-9.7pp |
| Employer contribution / active EE | $1,631 | $3,371-51.6% | $4,624-64.7% | $2,596-37.2% |
| Participant deferral / active EE | $3,792 | $6,525-41.9% | $8,004-52.6% | $4,274-11.3% |
| Admin fee / account holder | $7,706 | $8,287-7.0% | $14,398-46.5% | $7,775-0.9% |