Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,524 | $106,864-80.8% | $147,318-86.1% | $82,637-75.2% |
| Participation rate | 66.7% | 75.5%-8.8pp | 82.1%-15.4pp | 68.1%-1.4pp |
| Annual return | 18.09% | 27.49%-9.4pp | 70.43%-52.3pp | 53.51%-35.4pp |
| Employer contribution / active EE | $1,411 | $3,417-58.7% | $4,593-69.3% | $2,552-44.7% |
| Participant deferral / active EE | $3,417 | $6,496-47.4% | $7,906-56.8% | $4,126-17.2% |
| Admin fee / account holder | $329 | $8,415-96.1% | $13,708-97.6% | $7,339-95.5% |