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 | $15,096 | $87,037-82.7% | $106,201-85.8% | $80,874-81.3% |
| Participation rate | 58.5% | 70.4%-12.0pp | 75.3%-16.8pp | 67.6%-9.2pp |
| Annual return | 14.89% | 17.05%-2.2pp | 116.26%-101.4pp | 35.62%-20.7pp |
| Employer contribution / active EE | $1,170 | $2,396-51.2% | $3,170-63.1% | $2,756-57.6% |
| Participant deferral / active EE | $3,209 | $3,986-19.5% | $5,012-36.0% | $4,297-25.3% |
| Admin fee / account holder | $1,082 | $8,434-87.2% | $11,039-90.2% | $6,935-84.4% |