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 | $19,832 | $60,349-67.1% | $74,184-73.3% | $62,881-68.5% |
| Participation rate | 51.3% | 72.7%-21.4pp | 76.6%-25.3pp | 69.3%-18.0pp |
| Annual return | 8.36% | 21.38%-13.0pp | 17.74%-9.4pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,376 | $1,680-18.1% | $2,370-41.9% | $2,281-39.7% |
| Participant deferral / active EE | $2,731 | $2,856-4.4% | $3,550-23.1% | $3,203-14.7% |
| Admin fee / account holder | $2,339 | $4,261-45.1% | $5,586-58.1% | $4,296-45.5% |