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 | $20,438 | $86,330-76.3% | $121,871-83.2% | $94,015-78.3% |
| Participation rate | 20.7% | 66.7%-46.0pp | 73.2%-52.5pp | 70.8%-50.1pp |
| Annual return | 24.47% | 14.95%+9.5pp | 13.57%+10.9pp | 17.84%+6.6pp |
| Employer contribution / active EE | $619 | $2,292-73.0% | $2,731-77.3% | $2,790-77.8% |
| Participant deferral / active EE | $1,996 | $3,146-36.6% | $4,318-53.8% | $4,249-53.0% |
| Admin fee / account holder | $2,616 | $7,346-64.4% | $11,551-77.3% | $8,951-70.8% |