Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $20,195 | $83,485-75.8% | $125,195-83.9% | $72,976-72.3% |
| Participation rate | 54.8% | 73.3%-18.5pp | 79.8%-25.0pp | 69.5%-14.7pp |
| Annual return | 36.45% | 25.77%+10.7pp | 43.79%-7.3pp | 81.02%-44.6pp |
| Employer contribution / active EE | $1,251 | $2,346-46.7% | $3,866-67.6% | $2,440-48.7% |
| Participant deferral / active EE | $3,315 | $3,586-7.6% | $4,937-32.9% | $3,608-8.1% |
| Admin fee / account holder | $1,572 | $5,518-71.5% | $9,704-83.8% | $5,124-69.3% |