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 | $31,599 | $85,515-63.0% | $112,040-71.8% | $67,986-53.5% |
| Participation rate | 66.1% | 68.2%-2.1pp | 76.5%-10.4pp | 57.2%+8.9pp |
| Annual return | 12.78% | 29.68%-16.9pp | 24.52%-11.7pp | 31.67%-18.9pp |
| Employer contribution / active EE | $1,195 | $2,191-45.5% | $2,954-59.6% | $2,019-40.8% |
| Participant deferral / active EE | $1,887 | $4,014-53.0% | $5,098-63.0% | $3,358-43.8% |
| Admin fee / account holder | $1,535 | $3,774-59.3% | $12,098-87.3% | $3,203-52.1% |