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 | $21,618 | $80,992-73.3% | $96,534-77.6% | $75,173-71.2% |
| Participation rate | 53.6% | 71.8%-18.2pp | 76.0%-22.4pp | 67.2%-13.6pp |
| Annual return | 42.32% | 27.05%+15.3pp | 25.88%+16.4pp | 160.72%-118.4pp |
| Employer contribution / active EE | $1,514 | $2,283-33.7% | $2,965-49.0% | $2,671-43.3% |
| Participant deferral / active EE | $2,964 | $3,929-24.6% | $4,851-38.9% | $4,126-28.2% |
| Admin fee / account holder | $8,219 | $6,717+22.4% | $8,253-0.4% | $5,651+45.4% |