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 | $7,201 | $43,075-83.3% | $74,577-90.3% | $62,881-88.5% |
| Participation rate | 61.8% | 58.1%+3.8pp | 68.1%-6.3pp | 69.3%-7.5pp |
| Annual return | 22.88% | 17.50%+5.4pp | 20.47%+2.4pp | 20.14%+2.7pp |
| Employer contribution / active EE | $1,125 | $1,498-24.9% | $2,525-55.5% | $2,281-50.7% |
| Participant deferral / active EE | $1,952 | $2,389-18.3% | $3,458-43.6% | $3,203-39.1% |
| Admin fee / account holder | $542 | $2,840-80.9% | $4,138-86.9% | $4,296-87.4% |