Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $32,047 | $97,550-67.1% | $120,344-73.4% | $87,485-63.4% |
| Participation rate | 42.9% | 72.8%-30.0pp | 76.7%-33.9pp | 68.9%-26.1pp |
| Annual return | 17.49% | 18.41%-0.9pp | 20.30%-2.8pp | 26.06%-8.6pp |
| Employer contribution / active EE | $1,057 | $2,291-53.9% | $3,020-65.0% | $2,596-59.3% |
| Participant deferral / active EE | $2,159 | $4,230-49.0% | $5,135-58.0% | $4,274-49.5% |
| Admin fee / account holder | $1,010 | $9,543-89.4% | $12,742-92.1% | $7,775-87.0% |