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 | $19,499 | $73,940-73.6% | $96,496-79.8% | $75,173-74.1% |
| Participation rate | 64.9% | 66.4%-1.5pp | 74.3%-9.4pp | 67.2%-2.3pp |
| Annual return | 16.85% | 26.71%-9.9pp | 35.70%-18.9pp | 160.65%-143.8pp |
| Employer contribution / active EE | $2,376 | $2,929-18.9% | $3,738-36.4% | $2,670-11.0% |
| Participant deferral / active EE | $3,532 | $3,659-3.5% | $4,879-27.6% | $4,126-14.4% |
| Admin fee / account holder | $719 | $5,216-86.2% | $6,731-89.3% | $5,651-87.3% |