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 | $22,737 | $72,492-68.6% | $87,102-73.9% | $72,983-68.8% |
| Participation rate | 57.1% | 72.8%-15.7pp | 76.9%-19.7pp | 69.5%-12.3pp |
| Annual return | 24.78% | 24.46%+0.3pp | 28.19%-3.4pp | 81.01%-56.2pp |
| Employer contribution / active EE | $1,295 | $1,894-31.6% | $2,521-48.6% | $2,440-46.9% |
| Participant deferral / active EE | $3,910 | $3,270+19.6% | $4,048-3.4% | $3,608+8.4% |
| Admin fee / account holder | $2,337 | $5,055-53.8% | $7,491-68.8% | $5,124-54.4% |