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 | $20,758 | $215,361-90.4% | $171,082-87.9% | $273,972-92.4% |
| Participation rate | 38.5% | 82.0%-43.6pp | 76.7%-38.2pp | 83.0%-44.6pp |
| Annual return | 5.72% | 25.14%-19.4pp | 32.56%-26.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $730 | $4,967-85.3% | $4,002-81.8% | $4,869-85.0% |
| Participant deferral / active EE | $781 | $5,543-85.9% | $4,797-83.7% | $5,287-85.2% |
| Admin fee / account holder | $11,481 | $10,846+5.9% | $8,520+34.8% | $10,133+13.3% |