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 | $35,328 | $91,760-61.5% | $156,181-77.4% | $67,986-48.0% |
| Participation rate | 61.5% | 65.0%-3.5pp | 78.8%-17.4pp | 57.2%+4.3pp |
| Annual return | 15.69% | 18.14%-2.5pp | 64.87%-49.2pp | 31.67%-16.0pp |
| Employer contribution / active EE | $971 | $2,419-59.9% | $4,294-77.4% | $2,019-51.9% |
| Participant deferral / active EE | $3,113 | $3,960-21.4% | $6,132-49.2% | $3,358-7.3% |
| Admin fee / account holder | $4,223 | $3,949+6.9% | $14,586-71.0% | $3,203+31.8% |