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 | $30,950 | $76,112-59.3% | $96,544-67.9% | $71,529-56.7% |
| Participation rate | 26.7% | 74.4%-47.7pp | 76.0%-49.3pp | 67.9%-41.2pp |
| Annual return | 25.61% | 22.80%+2.8pp | 25.88%-0.3pp | 28.97%-3.4pp |
| Employer contribution / active EE | $0 | $2,248-100.0% | $2,966-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $2,862 | $4,217-32.1% | $4,851-41.0% | $4,291-33.3% |
| Admin fee / account holder | $5,514 | $2,708+103.6% | $8,254-33.2% | $1,588+247.1% |