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 | $16,723 | $60,349-72.3% | $74,184-77.5% | $62,881-73.4% |
| Participation rate | 69.2% | 72.7%-3.5pp | 76.6%-7.4pp | 69.3%-0.1pp |
| Annual return | 19.63% | 21.38%-1.7pp | 17.74%+1.9pp | 20.14%-0.5pp |
| Employer contribution / active EE | $1,121 | $1,680-33.3% | $2,370-52.7% | $2,281-50.9% |
| Participant deferral / active EE | $2,735 | $2,856-4.2% | $3,550-23.0% | $3,203-14.6% |
| Admin fee / account holder | $1,660 | $4,261-61.0% | $5,586-70.3% | $4,296-61.4% |