Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $25,059 | $96,731-74.1% | $123,973-79.8% | $86,983-71.2% |
| Participation rate | 58.5% | 70.0%-11.5pp | 76.7%-18.1pp | 69.5%-11.0pp |
| Annual return | 15.88% | 17.33%-1.5pp | 388.13%-372.3pp | 25.83%-10.0pp |
| Employer contribution / active EE | $2,827 | $3,297-14.3% | $4,126-31.5% | $2,584+9.4% |
| Participant deferral / active EE | $4,196 | $4,152+1.1% | $5,247-20.0% | $4,1940% |
| Admin fee / account holder | $1,705 | $8,722-80.4% | $11,799-85.5% | $7,856-78.3% |