Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $21,224 | $95,453-77.8% | $112,040-81.1% | $82,448-74.3% |
| Participation rate | 44.0% | 72.8%-28.8pp | 76.5%-32.5pp | 68.1%-24.1pp |
| Annual return | 22.21% | 23.92%-1.7pp | 24.52%-2.3pp | 41.64%-19.4pp |
| Employer contribution / active EE | $1,404 | $2,318-39.4% | $2,954-52.5% | $2,551-45.0% |
| Participant deferral / active EE | $2,324 | $4,224-45.0% | $5,098-54.4% | $4,139-43.9% |
| Admin fee / account holder | $2,476 | $9,013-72.5% | $12,098-79.5% | $7,234-65.8% |