Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $13,028 | $55,684-76.6% | $75,900-82.8% | $72,976-82.1% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.3%-19.3pp | 69.5%-19.5pp |
| Annual return | 25.80% | 27.60%-1.8pp | 30.73%-4.9pp | 81.02%-55.2pp |
| Employer contribution / active EE | $1,184 | $1,687-29.8% | $2,501-52.7% | $2,440-51.5% |
| Participant deferral / active EE | $1,964 | $2,634-25.4% | $3,604-45.5% | $3,608-45.6% |
| Admin fee / account holder | $934 | $3,981-76.5% | $5,421-82.8% | $5,124-81.8% |