Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,935 | $86,940-71.3% | $102,434-75.7% | $80,935-69.2% |
| Participation rate | 54.1% | 72.4%-18.3pp | 76.5%-22.4pp | 67.7%-13.6pp |
| Annual return | 13.16% | 18.89%-5.7pp | 29.46%-16.3pp | 35.66%-22.5pp |
| Employer contribution / active EE | $1,784 | $2,370-24.7% | $3,023-41.0% | $2,757-35.3% |
| Participant deferral / active EE | $3,420 | $4,121-17.0% | $5,055-32.3% | $4,299-20.4% |
| Admin fee / account holder | $771 | $8,047-90.4% | $9,462-91.9% | $6,924-88.9% |