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 | $20,988 | $80,992-74.1% | $96,534-78.3% | $75,173-72.1% |
| Participation rate | 68.0% | 71.8%-3.8pp | 76.0%-8.0pp | 67.2%+0.8pp |
| Annual return | 14.24% | 27.05%-12.8pp | 25.88%-11.6pp | 160.72%-146.5pp |
| Employer contribution / active EE | $4,171 | $2,283+82.7% | $2,965+40.7% | $2,671+56.2% |
| Participant deferral / active EE | $4,523 | $3,929+15.1% | $4,851-6.8% | $4,126+9.6% |
| Admin fee / account holder | $26,845 | $6,717+299.7% | $8,253+225.3% | $5,651+375.1% |