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 | $16,180 | $76,367-78.8% | $93,614-82.7% | $72,983-77.8% |
| Participation rate | 67.9% | 71.7%-3.9pp | 75.8%-8.0pp | 69.5%-1.6pp |
| Annual return | 23.18% | 25.82%-2.6pp | 32.76%-9.6pp | 81.01%-57.8pp |
| Employer contribution / active EE | $1,930 | $2,275-15.2% | $2,718-29.0% | $2,440-20.9% |
| Participant deferral / active EE | $2,471 | $3,538-30.2% | $4,069-39.3% | $3,608-31.5% |
| Admin fee / account holder | $532 | $6,838-92.2% | $7,889-93.3% | $5,124-89.6% |