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 | $29,753 | $85,515-65.2% | $112,040-73.4% | $67,986-56.2% |
| Participation rate | 52.9% | 68.2%-15.4pp | 76.5%-23.6pp | 57.2%-4.4pp |
| Annual return | 28.08% | 29.68%-1.6pp | 24.52%+3.6pp | 31.67%-3.6pp |
| Employer contribution / active EE | $1,081 | $2,191-50.6% | $2,954-63.4% | $2,019-46.4% |
| Participant deferral / active EE | $2,707 | $4,014-32.6% | $5,098-46.9% | $3,358-19.4% |
| Admin fee / account holder | $1,190 | $3,774-68.5% | $12,098-90.2% | $3,203-62.9% |