Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $26,147 | $101,795-74.3% | $165,100-84.2% | $80,959-67.7% |
| Participation rate | 68.0% | 71.8%-3.8pp | 78.6%-10.6pp | 67.7%+0.3pp |
| Annual return | 14.16% | 16.73%-2.6pp | 70.21%-56.0pp | 35.67%-21.5pp |
| Employer contribution / active EE | $1,042 | $2,954-64.7% | $4,348-76.0% | $2,757-62.2% |
| Participant deferral / active EE | $4,816 | $4,476+7.6% | $6,035-20.2% | $4,300+12.0% |
| Admin fee / account holder | $15,297 | $8,221+86.1% | $12,696+20.5% | $6,925+120.9% |