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 | $25,730 | $71,192-63.9% | $117,861-78.2% | $62,293-58.7% |
| Participation rate | 69.9% | 74.2%-4.3pp | 79.7%-9.7pp | 69.5%+0.4pp |
| Annual return | 18.79% | 18.66%+0.1pp | 335.11%-316.3pp | 28.90%-10.1pp |
| Employer contribution / active EE | $1,321 | $1,934-31.7% | $3,786-65.1% | $2,042-35.3% |
| Participant deferral / active EE | $1,887 | $3,189-40.8% | $4,482-57.9% | $3,169-40.4% |
| Admin fee / account holder | $1,180 | $587+101.0% | $8,021-85.3% | $479+146.2% |