Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,507 | $78,670-75.2% | $109,173-82.1% | $85,847-77.3% |
| Participation rate | 56.0% | 68.3%-12.3pp | 75.9%-19.9pp | 69.3%-13.3pp |
| Annual return | 14.39% | 25.09%-10.7pp | 25.75%-11.4pp | 318.61%-304.2pp |
| Employer contribution / active EE | $1,175 | $2,734-57.0% | $3,723-68.4% | $2,565-54.2% |
| Participant deferral / active EE | $1,779 | $3,467-48.7% | $4,654-61.8% | $3,952-55.0% |
| Admin fee / account holder | $3,700 | $5,469-32.4% | $6,755-45.2% | $6,261-40.9% |