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 | $19,092 | $81,457-76.6% | $103,378-81.5% | $80,911-76.4% |
| Participation rate | 66.0% | 66.8%-0.8pp | 74.5%-8.5pp | 67.6%-1.6pp |
| Annual return | 11.95% | 25.58%-13.6pp | 24.91%-13.0pp | 35.63%-23.7pp |
| Employer contribution / active EE | $1,278 | $3,107-58.9% | $3,870-67.0% | $2,756-53.6% |
| Participant deferral / active EE | $2,623 | $3,871-32.2% | $5,058-48.1% | $4,297-39.0% |
| Admin fee / account holder | $4,634 | $6,717-31.0% | $8,401-44.8% | $6,935-33.2% |