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 | $20,565 | $57,828-64.4% | $117,039-82.4% | $70,126-70.7% |
| Participation rate | 64.8% | 67.1%-2.3pp | 77.2%-12.4pp | 69.5%-4.7pp |
| Annual return | 17.01% | 17.55%-0.5pp | 18.95%-1.9pp | 73.15%-56.1pp |
| Employer contribution / active EE | $972 | $1,816-46.5% | $3,785-74.3% | $2,343-58.5% |
| Participant deferral / active EE | $1,771 | $2,438-27.4% | $3,929-54.9% | $3,332-46.9% |
| Admin fee / account holder | $1,121 | $3,548-68.4% | $5,974-81.2% | $4,645-75.9% |