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 | $20,991 | $86,341-75.7% | $125,195-83.2% | $65,186-67.8% |
| Participation rate | 37.9% | 75.3%-37.4pp | 79.8%-41.9pp | 70.2%-32.3pp |
| Annual return | 33.65% | 27.44%+6.2pp | 43.79%-10.1pp | 29.39%+4.3pp |
| Employer contribution / active EE | $1,055 | $2,040-48.3% | $3,866-72.7% | $2,177-51.5% |
| Participant deferral / active EE | $2,190 | $3,538-38.1% | $4,937-55.6% | $3,514-37.7% |
| Admin fee / account holder | $2,476 | $609+306.3% | $9,704-74.5% | $847+192.3% |