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 | $13,847 | $60,349-77.1% | $74,184-81.3% | $62,881-78.0% |
| Participation rate | 58.3% | 72.7%-14.4pp | 76.6%-18.3pp | 69.3%-11.0pp |
| Annual return | 18.91% | 21.38%-2.5pp | 17.74%+1.2pp | 20.14%-1.2pp |
| Employer contribution / active EE | $1,356 | $1,680-19.3% | $2,370-42.8% | $2,281-40.6% |
| Participant deferral / active EE | $2,057 | $2,856-28.0% | $3,550-42.0% | $3,203-35.8% |
| Admin fee / account holder | $777 | $4,261-81.8% | $5,586-86.1% | $4,296-81.9% |