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 | $17,541 | $76,834-77.2% | $108,359-83.8% | $87,485-79.9% |
| Participation rate | 52.0% | 61.7%-9.7pp | 70.1%-18.1pp | 68.9%-16.9pp |
| Annual return | 19.37% | 19.09%+0.3pp | 36.89%-17.5pp | 26.06%-6.7pp |
| Employer contribution / active EE | $605 | $1,556-61.2% | $2,399-74.8% | $2,596-76.7% |
| Participant deferral / active EE | $3,271 | $3,100+5.5% | $4,137-20.9% | $4,274-23.5% |
| Admin fee / account holder | $2,216 | $6,537-66.1% | $9,741-77.2% | $7,775-71.5% |