Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $23,698 | $136,860-82.7% | $120,344-80.3% | $154,746-84.7% |
| Participation rate | 66.7% | 79.9%-13.2pp | 76.7%-10.0pp | 80.7%-14.0pp |
| Annual return | 16.45% | 21.38%-4.9pp | 20.30%-3.8pp | 172.34%-155.9pp |
| Employer contribution / active EE | $1,356 | $3,533-61.6% | $3,020-55.1% | $4,379-69.0% |
| Participant deferral / active EE | $2,225 | $5,793-61.6% | $5,135-56.7% | $6,730-66.9% |
| Admin fee / account holder | $1,905 | $15,393-87.6% | $12,742-85.1% | $14,365-86.7% |