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 | $21,065 | $94,031-77.6% | $115,768-81.8% | $82,448-74.5% |
| Participation rate | 56.7% | 70.4%-13.8pp | 74.4%-17.7pp | 68.1%-11.4pp |
| Annual return | 12.93% | 20.61%-7.7pp | 100.46%-87.5pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,598 | $2,323-31.2% | $2,940-45.6% | $2,551-37.3% |
| Participant deferral / active EE | $2,926 | $3,972-26.3% | $4,917-40.5% | $4,139-29.3% |
| Admin fee / account holder | $6,180 | $10,249-39.7% | $12,439-50.3% | $7,234-14.6% |